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
$102M
AUM Growth
-$7.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$730K
3
+$648K
4
LNKB icon
LINKBANCORP
LNKB
+$569K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$218K

Top Sells

1
+$643K
2
+$422K
3
+$194K
4
TNA icon
Direxion Daily Small Cap Bull 3x Shares
TNA
+$59.9K
5
SIRI icon
SiriusXM
SIRI
+$39.3K

Sector Composition

1 Industrials 1.25%
2 Financials 0.56%
3 Consumer Staples 0.5%
4 Technology 0.41%
5 Communication Services 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$38M 37.16%
474,080
+23,265
2
$24.5M 23.93%
944,946
+25,008
3
$20.8M 20.36%
216,924
+7,606
4
$4.18M 4.08%
23,272
+209
5
$1.97M 1.93%
54,300
+2,101
6
$1.36M 1.33%
16,721
-336
7
$1.34M 1.31%
13,916
+239
8
$1.24M 1.22%
3,786
+663
9
$1.1M 1.07%
20,480
-3,627
10
$916K 0.9%
95,866
+8,618
11
$884K 0.86%
10,318
-1
12
$831K 0.81%
5,144
13
$624K 0.61%
60,168
+7,145
14
$605K 0.59%
1,694
15
$569K 0.56%
+75,880
16
$508K 0.5%
2,303
+5
17
$464K 0.45%
2,468
18
$450K 0.44%
1,606
+424
19
$419K 0.41%
3,524
+1,667
20
$382K 0.37%
10,475
+506
21
$338K 0.33%
1,977
22
$279K 0.27%
11,886
+1,280
23
$251K 0.25%
9,041
+413
24
$223K 0.22%
7,750
-2,082
25
$60K 0.06%
1,054
-691
1
2