LFA

LifeGuide Financial Advisors Portfolio holdings

AUM $313M
1-Year Est. Return 8.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$272M
AUM Growth
+$621K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$114K
2
+$63.1K
3
+$51.4K
4
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$45.5K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$30.1K

Top Sells

1
+$15.2K
2
+$8.83K
3
+$8.65K
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$4.97K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.58K

Sector Composition

1 Technology 0.85%
2 Consumer Staples 0.82%
3 Financials 0.27%
4 Consumer Discretionary 0.25%
5 Energy 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$768K 0.28%
3,694
27
$677K 0.25%
6,200
28
$654K 0.24%
2,127
29
$641K 0.24%
1,303
30
$612K 0.23%
7,112
31
$583K 0.21%
16,881
+271
32
$544K 0.2%
22,622
+89
33
$514K 0.19%
4,920
34
$512K 0.19%
2,914
35
$477K 0.18%
3,713
36
$453K 0.17%
4,607
37
$416K 0.15%
1,739
38
$384K 0.14%
1,364
39
$362K 0.13%
1,641
40
$323K 0.12%
1,086
41
$316K 0.12%
4,426
42
$299K 0.11%
8,788
43
$298K 0.11%
415
44
$292K 0.11%
1,517
45
$258K 0.1%
6,560
+57
46
$258K 0.1%
527
47
$209K 0.08%
6,049
-224
48
$179K 0.07%
23,880
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