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
$271M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$3.33M
3
+$2.4M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.73M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.32M

Top Sells

1
+$1.35M
2
+$443K
3
+$195K
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$147K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$144K

Sector Composition

1 Technology 0.85%
2 Consumer Staples 0.8%
3 Financials 0.26%
4 Consumer Discretionary 0.25%
5 Energy 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
26
Apple
AAPL
$4.03T
$758K 0.28%
3,694
+725
XOM icon
27
Exxon Mobil
XOM
$503B
$668K 0.25%
6,200
+47
GLD icon
28
SPDR Gold Trust
GLD
$131B
$648K 0.24%
2,127
+105
MSFT icon
29
Microsoft
MSFT
$3.79T
$648K 0.24%
1,303
VONV icon
30
Vanguard Russell 1000 Value ETF
VONV
$13.8B
$606K 0.22%
+7,112
EURL icon
31
Direxion Daily FTSE Europe Bull 3x Shares
EURL
$35.3M
$574K 0.21%
16,610
-3,058
IBD icon
32
Inspire Corporate Bond ETF
IBD
$417M
$541K 0.2%
22,533
+279
UPS icon
33
United Parcel Service
UPS
$81.4B
$497K 0.18%
4,920
+649
HSY icon
34
Hershey
HSY
$36.3B
$484K 0.18%
2,914
+482
VT icon
35
Vanguard Total World Stock ETF
VT
$54.7B
$477K 0.18%
3,713
+1,126
WMT icon
36
Walmart
WMT
$817B
$450K 0.17%
+4,607
VB icon
37
Vanguard Small-Cap ETF
VB
$66.1B
$412K 0.15%
1,739
-68
VO icon
38
Vanguard Mid-Cap ETF
VO
$86.8B
$382K 0.14%
1,364
AMZN icon
39
Amazon
AMZN
$2.51T
$360K 0.13%
+1,641
MCD icon
40
McDonald's
MCD
$219B
$317K 0.12%
1,086
+300
AZN icon
41
AstraZeneca
AZN
$276B
$309K 0.11%
4,426
META icon
42
Meta Platforms (Facebook)
META
$1.54T
$306K 0.11%
415
-54
PPL icon
43
PPL Corp
PPL
$27.2B
$298K 0.11%
8,788
+2,755
PNC icon
44
PNC Financial Services
PNC
$72.2B
$283K 0.1%
+1,517
BRK.B icon
45
Berkshire Hathaway Class B
BRK.B
$1.1T
$256K 0.09%
+527
EDC icon
46
Direxion Daily Emerging Markets Bull 3X Shares
EDC
$107M
$255K 0.09%
6,503
-1,137
TNA icon
47
Direxion Daily Small Cap Bull 3x Shares
TNA
$2.13B
$210K 0.08%
+6,273
LNKB icon
48
LINKBANCORP
LNKB
$272M
$175K 0.06%
23,880
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