LFA
LifeGuide Financial Advisors Portfolio holdings
AUM
$271M
This Quarter Return
+1.72%
1 Year Return
+10.61%
3 Year Return
+14.63%
5 Year Return
–
10 Year Return
–
AUM
$245M
AUM Growth
+$245M
(+5.1%)
Cap. Flow
+$9M
Cap. Flow
% of AUM
3.67%
Top 10 Holdings %
Top 10 Hldgs %
88.52%
Holding
44
New
2
Increased
21
Reduced
11
Closed
4
Top Buys
| 1 |
Dimensional Global Real Estate ETF
DFGR
|
$55M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$3.08M |
| 3 |
Dimensional US Core Equity 2 ETF
DFAC
|
$2.12M |
| 4 |
Schwab US TIPS ETF
SCHP
|
$1.69M |
| 5 |
Dimensional International Core Equity 2 ETF
DFIC
|
$1.01M |
Top Sells
Sector Composition
| 1 | Technology | 0.78% |
| 2 | Consumer Staples | 0.72% |
| 3 | Energy | 0.3% |
| 4 | Industrials | 0.19% |
| 5 | Healthcare | 0.13% |
