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
$199M
AUM Growth
+$9.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$2.86M
3
+$1.99M
4
TMV icon
Direxion Daily 20+ Year Treasury Bear 3X Shares
TMV
+$1.29M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$479K

Top Sells

1
+$1.69M
2
+$1.24M
3
+$851K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$493K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$466K

Sector Composition

1 Technology 0.91%
2 Industrials 0.64%
3 Energy 0.35%
4 Consumer Staples 0.23%
5 Communication Services 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$686K 0.35%
6,384
-4,334
27
$570K 0.29%
1,455
-87
28
$462K 0.23%
2,378
+8
29
$413K 0.21%
1,806
-497
30
$394K 0.2%
1,917
-20
31
$392K 0.2%
12,945
+419
32
$364K 0.18%
866
+3
33
$355K 0.18%
15,133
+688
34
$341K 0.17%
1,364
-605
35
$323K 0.16%
7,526
-163
36
$293K 0.15%
2,648
-726
37
$226K 0.11%
801
38
$211K 0.11%
3,113
39
$206K 0.1%
+425
40
$166K 0.08%
23,880
-40,000
41
$40.1K 0.02%
1,034
42
– –
-23,788
43
– –
-19,182
44
– –
-28,556
45
– –
-10,000
1
2