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
$245M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$55M
2
+$3.08M
3
+$2.12M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.69M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.01M

Top Sells

1
+$54.5M
2
+$898K
3
+$311K
4
EURL icon
Direxion Daily FTSE Europe Bull 3x Shares
EURL
+$222K
5
TNA icon
Direxion Daily Small Cap Bull 3x Shares
TNA
+$208K

Sector Composition

1 Technology 0.78%
2 Consumer Staples 0.72%
3 Energy 0.3%
4 Industrials 0.19%
5 Healthcare 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GLD icon
26
SPDR Gold Trust
GLD
$135B
$583K 0.24%
2,022
IBD icon
27
Inspire Corporate Bond ETF
IBD
$421M
$529K 0.22%
22,254
+5,586
EURL icon
28
Direxion Daily FTSE Europe Bull 3x Shares
EURL
$35.6M
$525K 0.21%
19,668
-8,300
MSFT icon
29
Microsoft
MSFT
$3.82T
$489K 0.2%
1,303
-35
UPS icon
30
United Parcel Service
UPS
$73.2B
$470K 0.19%
4,271
-100
HSY icon
31
Hershey
HSY
$38.1B
$416K 0.17%
2,432
+14
VB icon
32
Vanguard Small-Cap ETF
VB
$67B
$401K 0.16%
1,807
+1
VO icon
33
Vanguard Mid-Cap ETF
VO
$87.5B
$353K 0.14%
1,364
AZN icon
34
AstraZeneca
AZN
$263B
$325K 0.13%
4,426
VT icon
35
Vanguard Total World Stock ETF
VT
$54.2B
$300K 0.12%
2,587
-299
META icon
36
Meta Platforms (Facebook)
META
$1.8T
$270K 0.11%
469
+54
MCD icon
37
McDonald's
MCD
$220B
$246K 0.1%
786
-9
EDC icon
38
Direxion Daily Emerging Markets Bull 3X Shares
EDC
$104M
$235K 0.1%
7,640
-1,210
PPL icon
39
PPL Corp
PPL
$27.7B
$218K 0.09%
+6,033
LNKB icon
40
LINKBANCORP
LNKB
$260M
$162K 0.07%
23,880
TIP icon
41
iShares TIPS Bond ETF
TIP
$13.9B
– –
-1,881
TNA icon
42
Direxion Daily Small Cap Bull 3x Shares
TNA
$2.33B
– –
-4,958
VGIT icon
43
Vanguard Intermediate-Term Treasury ETF
VGIT
$33.2B
– –
-15,477
CSL icon
44
Carlisle Companies
CSL
$13.8B
– –
-843
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