LFA

LifeGuide Financial Advisors Portfolio holdings

AUM $272M
1-Year Est. Return 5.53%
This Quarter Est. Return
1 Year Est. Return
+5.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$189M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.17M
3
+$1.15M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.02M
5
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$837K

Top Sells

1
+$3.19M
2
+$2.3M
3
+$1.14M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$415K
5
DRN icon
Direxion Daily Real Estate Bull 3X Shares
DRN
+$242K

Sector Composition

1 Technology 1.43%
2 Industrials 0.64%
3 Energy 0.31%
4 Financials 0.27%
5 Consumer Staples 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$640K 0.34%
3,912
+20
27
$588K 0.31%
5,885
-18
28
$509K 0.27%
63,880
-12,000
29
$493K 0.26%
+23,788
30
$491K 0.26%
2,303
+326
31
$482K 0.25%
1,542
-63
32
$458K 0.24%
1,969
-572
33
$442K 0.23%
2,370
+19
34
$381K 0.2%
12,526
+1,262
35
$370K 0.2%
1,937
+197
36
$347K 0.18%
+3,374
37
$341K 0.18%
14,445
+2,239
38
$325K 0.17%
863
39
$303K 0.16%
7,689
-410
40
$238K 0.13%
801
41
$210K 0.11%
+3,113
42
$56.6K 0.03%
1,034
-9
43
$2.19K ﹤0.01%
+10,000
1
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