LFA

LifeGuide Financial Advisors Portfolio holdings

AUM $301M
1-Year Est. Return 11.15%
This Quarter Est. Return
1 Year Est. Return
+11.15%
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
26
$758K 0.28%
3,694
+725
27
$668K 0.25%
6,200
+47
28
$648K 0.24%
2,127
+105
29
$648K 0.24%
1,303
30
$606K 0.22%
+7,112
31
$574K 0.21%
16,610
-3,058
32
$541K 0.2%
22,533
+279
33
$497K 0.18%
4,920
+649
34
$484K 0.18%
2,914
+482
35
$477K 0.18%
3,713
+1,126
36
$450K 0.17%
+4,607
37
$412K 0.15%
1,739
-68
38
$382K 0.14%
1,364
39
$360K 0.13%
+1,641
40
$317K 0.12%
1,086
+300
41
$309K 0.11%
4,426
42
$306K 0.11%
415
-54
43
$298K 0.11%
8,788
+2,755
44
$283K 0.1%
+1,517
45
$256K 0.09%
+527
46
$255K 0.09%
6,503
-1,137
47
$210K 0.08%
+6,273
48
$175K 0.06%
23,880
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