LFA
LifeGuide Financial Advisors Portfolio holdings
AUM
$271M
This Quarter Return
+3.39%
1 Year Return
+10.61%
3 Year Return
+14.63%
5 Year Return
–
10 Year Return
–
AUM
$124M
AUM Growth
+$124M
(+7.8%)
Cap. Flow
+$5.43M
Cap. Flow
% of AUM
4.37%
Top 10 Holdings %
Top 10 Hldgs %
90.62%
Holding
36
New
6
Increased
11
Reduced
7
Closed
5
Top Buys
| 1 |
Vanguard ESG US Stock ETF
ESGV
|
$1.77M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$1.62M |
| 3 |
Vanguard ESG International Stock ETF
VSGX
|
$1.37M |
| 4 |
Schwab US TIPS ETF
SCHP
|
$1.06M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$1.04M |
Top Sells
Sector Composition
| 1 | Industrials | 1.06% |
| 2 | Technology | 0.61% |
| 3 | Energy | 0.53% |
| 4 | Consumer Staples | 0.47% |
| 5 | Financials | 0.4% |
