LFA
LifeGuide Financial Advisors Portfolio holdings
AUM
$271M
This Quarter Return
+1.1%
1 Year Return
+10.61%
3 Year Return
+14.63%
5 Year Return
–
10 Year Return
–
AUM
$148M
AUM Growth
+$148M
(+19%)
Cap. Flow
+$22.9M
Cap. Flow
% of AUM
15.5%
Top 10 Holdings %
Top 10 Hldgs %
88.34%
Holding
35
New
4
Increased
20
Reduced
5
Closed
–
Top Buys
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$4.06M |
| 2 |
Vanguard ESG US Stock ETF
ESGV
|
$3.32M |
| 3 |
Schwab US TIPS ETF
SCHP
|
$2.45M |
| 4 |
Vanguard ESG International Stock ETF
VSGX
|
$2.17M |
| 5 |
Dimensional International Core Equity Market ETF
DFAI
|
$2.17M |
Top Sells
| 1 |
Direxion Daily S&P 500 Bull 3x Shares
SPXL
|
$269K |
| 2 |
Direxion Daily Small Cap Bull 3x Shares
TNA
|
$22.4K |
| 3 |
Exxon Mobil
XOM
|
$9.76K |
| 4 |
United Parcel Service
UPS
|
$8.96K |
| 5 |
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% |
