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
$171M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$8.55M
2
+$6.48M
3
+$4.31M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.25M

Top Sells

1
+$2.17M
2
+$721K
3
+$226K
4
SPXL icon
Direxion Daily S&P 500 Bull 3x Shares
SPXL
+$101K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$85.5K

Sector Composition

1 Technology 1.37%
2 Industrials 0.68%
3 Energy 0.41%
4 Financials 0.3%
5 Consumer Staples 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43.6M 25.46%
575,890
+42,934
2
$30.6M 17.89%
1,212,496
+170,788
3
$25.4M 14.85%
277,537
+43,711
4
$12.8M 7.45%
486,798
+326,499
5
$12.1M 7.06%
56,855
-1,065
6
$7.29M 4.26%
96,923
+29,873
7
$6.48M 3.79%
+277,664
8
$5.81M 3.4%
132,915
-1,955
9
$5M 2.92%
99,168
+32,185
10
$2.26M 1.32%
+96,796
11
$1.95M 1.14%
20,084
+3,380
12
$1.94M 1.13%
4,940
+142
13
$1.93M 1.13%
23,790
+3,954
14
$1.53M 0.9%
+8,961
15
$1.15M 0.67%
14,709
-1,289
16
$933K 0.55%
136,237
+13,547
17
$923K 0.54%
19,145
+3,915
18
$911K 0.53%
23,235
+1,056
19
$786K 0.46%
25,144
+5,404
20
$747K 0.44%
4,794
-100
21
$701K 0.41%
1,640
22
$694K 0.41%
5,903
+18
23
$638K 0.37%
35,789
+491
24
$554K 0.32%
21,008
+4,851
25
$546K 0.32%
3,892
-76
1
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