LFA
LifeGuide Financial Advisors Portfolio holdings
AUM
$271M
This Quarter Return
-5.92%
1 Year Return
+10.61%
3 Year Return
+14.63%
5 Year Return
–
10 Year Return
–
AUM
$171M
AUM Growth
+$171M
(+16%)
Cap. Flow
+$32.5M
Cap. Flow
% of AUM
19.01%
Top 10 Holdings %
Top 10 Hldgs %
88.39%
Holding
39
New
4
Increased
18
Reduced
10
Closed
2
Top Buys
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$8.55M |
| 2 |
Dimensional International Core Equity 2 ETF
DFIC
|
$6.48M |
| 3 |
Schwab US TIPS ETF
SCHP
|
$4.31M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$4M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$3.25M |
Top Sells
Sector Composition
| 1 | Technology | 1.37% |
| 2 | Industrials | 0.68% |
| 3 | Energy | 0.41% |
| 4 | Financials | 0.3% |
| 5 | Consumer Staples | 0.27% |
