LFA

LifeGuide Financial Advisors Portfolio holdings

AUM $271M
1-Year Est. Return 10.61%
This Quarter Est. Return
1 Year Est. Return
+10.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
24
New
Increased
Reduced
Closed

Top Buys

1
+$48M
2
+$34M
3
+$27.4M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.84M
5
SPXL icon
Direxion Daily S&P 500 Bull 3x Shares
SPXL
+$2.71M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 1.47%
2 Consumer Staples 0.33%
3 Technology 0.19%
4 Utilities 0.16%
5 Communication Services 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$48M 35.82%
+414,011
2
$34M 25.39%
+263,493
3
$27.4M 20.43%
+238,262
4
$3.84M 2.86%
+15,903
5
$2.71M 2.02%
+18,928
6
$2.33M 1.74%
+8,278
7
$2.25M 1.68%
+73,967
8
$1.76M 1.31%
+16,602
9
$1.72M 1.29%
+20,158
10
$1.51M 1.13%
+39,897
11
$1.46M 1.09%
+28,491
12
$1.12M 0.84%
+5,244
13
$1.05M 0.78%
+2,407
14
$843K 0.63%
+3,398
15
$805K 0.6%
+1,694
16
$679K 0.51%
+9,187
17
$548K 0.41%
+6,464
18
$443K 0.33%
+2,288
19
$372K 0.28%
+1,645
20
$297K 0.22%
+6,004
21
$296K 0.22%
+1,163
22
$249K 0.19%
+1,861
23
$216K 0.16%
+7,173
24
$110K 0.08%
+1,734