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
$233M
AUM Growth
-$1.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.9M
3
+$1.83M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$1.63M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$898K

Top Sells

1
+$562K
2
+$465K
3
+$144K
4
XOM icon
Exxon Mobil
XOM
+$142K
5
TNA icon
Direxion Daily Small Cap Bull 3x Shares
TNA
+$89.4K

Sector Composition

1 Technology 0.85%
2 Consumer Staples 0.71%
3 Industrials 0.37%
4 Energy 0.28%
5 Healthcare 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$571K 0.24%
27,968
-662
27
$564K 0.24%
1,338
+472
28
$551K 0.24%
4,371
-215
29
$490K 0.21%
2,022
+119
30
$434K 0.19%
1,806
31
$409K 0.18%
2,418
+19
32
$391K 0.17%
16,668
-795
33
$360K 0.15%
1,364
34
$339K 0.15%
2,886
+525
35
$311K 0.13%
843
-391
36
$290K 0.12%
4,426
37
$255K 0.11%
8,850
-1,082
38
$243K 0.1%
415
-9
39
$230K 0.1%
795
-6
40
$208K 0.09%
4,958
-2,134
41
$200K 0.09%
+1,881
42
$179K 0.08%
23,880
43
– –
-807
1
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