LFA

LifeGuide Financial Advisors Portfolio holdings

AUM $271M
1-Year Est. Return 10.61%
This Quarter Est. Return
1 Year Est. Return
+10.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$206M
AUM Growth
+$7.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$2.29M
3
+$1.84M
4
TMF icon
Direxion Daily 20+ Year Treasury Bull 3X Shares
TMF
+$1.17M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$1.15M

Top Sells

1
+$1.29M
2
+$686K
3
+$326K
4
SPXL icon
Direxion Daily S&P 500 Bull 3x Shares
SPXL
+$260K
5
CSL icon
Carlisle Companies
CSL
+$89.6K

Sector Composition

1 Technology 0.82%
2 Consumer Staples 0.77%
3 Industrials 0.56%
4 Energy 0.42%
5 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$539K 0.26%
2,561
-1,546
27
$500K 0.24%
1,234
-221
28
$466K 0.23%
1,042
+176
29
$437K 0.21%
2,380
+2
30
$409K 0.2%
1,903
-14
31
$400K 0.19%
17,152
+2,019
32
$394K 0.19%
1,806
33
$367K 0.18%
11,247
-1,698
34
$352K 0.17%
4,519
+1,406
35
$330K 0.16%
1,364
36
$303K 0.15%
8,259
+733
37
$266K 0.13%
528
+103
38
$262K 0.13%
2,323
-325
39
$208K 0.1%
818
+17
40
$146K 0.07%
23,880
41
$29.3K 0.01%
1,034
42
– –
-6,384
43
– –
-23,650
1
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