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
$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
26
$583K 0.24%
2,022
27
$529K 0.22%
22,254
+5,586
28
$525K 0.21%
19,668
-8,300
29
$489K 0.2%
1,303
-35
30
$470K 0.19%
4,271
-100
31
$416K 0.17%
2,432
+14
32
$401K 0.16%
1,807
+1
33
$353K 0.14%
1,364
34
$325K 0.13%
4,426
35
$300K 0.12%
2,587
-299
36
$270K 0.11%
469
+54
37
$246K 0.1%
786
-9
38
$235K 0.1%
7,640
-1,210
39
$218K 0.09%
+6,033
40
$162K 0.07%
23,880
41
– –
-843
42
– –
-1,881
43
– –
-4,958
44
– –
-15,477
1
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