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
$124M
AUM Growth
+$8.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.62M
3
+$1.37M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.06M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.04M

Top Sells

1
+$1.03M
2
+$909K
3
+$630K
4
LTPZ icon
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
+$302K
5
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$262K

Sector Composition

1 Industrials 1.06%
2 Technology 0.61%
3 Energy 0.53%
4 Consumer Staples 0.47%
5 Financials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$42.9M 34.49%
516,166
+19,522
2
$25.4M 20.45%
948,306
+39,532
3
$21.2M 17.04%
213,711
+10,503
4
$10.4M 8.38%
51,045
+2,779
5
$5.37M 4.32%
118,802
+6,936
6
$1.77M 1.42%
+24,694
7
$1.55M 1.25%
4,118
8
$1.39M 1.12%
18,982
-1,619
9
$1.37M 1.1%
+26,099
10
$1.29M 1.04%
13,045
-10,421
11
$1.26M 1.02%
15,360
-721
12
$1.14M 0.91%
12,794
-359
13
$1.12M 0.9%
117,048
+12,848
14
$959K 0.77%
4,944
-150
15
$743K 0.6%
34,724
-5,755
16
$671K 0.54%
1,640
17
$655K 0.53%
+5,976
18
$590K 0.47%
2,319
+10
19
$570K 0.46%
14,111
-15,584
20
$521K 0.42%
2,468
21
$508K 0.41%
3,876
+331
22
$498K 0.4%
75,880
23
$375K 0.3%
1,977
24
$363K 0.29%
1,605
25
$343K 0.28%
10,953
+342
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