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
$234M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$1.91M
3
+$1.43M
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$1.14M
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$1.02M

Top Sells

1
+$571K
2
+$189K
3
+$109K
4
EURL icon
Direxion Daily FTSE Europe Bull 3x Shares
EURL
+$101K
5
AAPL icon
Apple
AAPL
+$92.3K

Sector Composition

1 Consumer Staples 0.77%
2 Technology 0.67%
3 Industrials 0.5%
4 Energy 0.37%
5 Healthcare 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$555K 0.24%
1,234
27
$504K 0.22%
2,165
-396
28
$465K 0.2%
+807
29
$463K 0.2%
1,903
30
$460K 0.2%
2,399
+19
31
$428K 0.18%
1,806
32
$421K 0.18%
17,463
+311
33
$377K 0.16%
9,932
-1,315
34
$373K 0.16%
866
-176
35
$360K 0.15%
1,364
36
$345K 0.15%
4,426
-93
37
$314K 0.13%
7,092
-1,167
38
$283K 0.12%
2,361
+38
39
$244K 0.1%
801
-17
40
$243K 0.1%
424
-104
41
$153K 0.07%
23,880
42
– –
-1,034
1
2