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
$148M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$3.32M
3
+$2.45M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$2.17M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$2.17M

Top Sells

1
+$269K
2
+$22.4K
3
+$9.76K
4
UPS icon
United Parcel Service
UPS
+$8.96K
5
MCD icon
McDonald's
MCD
+$597

Sector Composition

1 Industrials 0.87%
2 Technology 0.57%
3 Energy 0.43%
4 Consumer Staples 0.39%
5 Financials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$44.5M 30.1%
532,956
+16,790
2
$27.3M 18.46%
1,041,708
+93,402
3
$22.6M 15.27%
233,826
+20,115
4
$12.8M 8.62%
57,920
+6,875
5
$6.23M 4.21%
134,870
+16,068
6
$5.25M 3.55%
67,050
+42,356
7
$4.35M 2.94%
160,299
+149,668
8
$3.56M 2.4%
66,983
+40,884
9
$2.17M 1.47%
+79,427
10
$1.95M 1.32%
4,798
+680
11
$1.63M 1.1%
16,704
+3,659
12
$1.61M 1.09%
19,836
+4,476
13
$1.44M 0.97%
15,998
-2,984
14
$1.19M 0.8%
15,230
+2,436
15
$1.17M 0.79%
122,690
+5,642
16
$902K 0.61%
22,179
+8,068
17
$877K 0.59%
4,894
-50
18
$793K 0.54%
35,298
+574
19
$727K 0.49%
1,640
20
$721K 0.49%
+30,751
21
$649K 0.44%
19,740
+10,838
22
$631K 0.43%
5,885
-91
23
$579K 0.39%
2,320
+1
24
$543K 0.37%
2,468
25
$531K 0.36%
3,968
+92
1
2