LFA
LifeGuide Financial Advisors Portfolio holdings
AUM
$271M
This Quarter Return
+10.89%
1 Year Return
+10.61%
3 Year Return
+14.63%
5 Year Return
–
10 Year Return
–
AUM
$189M
AUM Growth
+$189M
(+11%)
Cap. Flow
-$11.1M
Cap. Flow
% of AUM
-5.86%
Top 10 Holdings %
Top 10 Hldgs %
86.43%
Holding
43
New
6
Increased
15
Reduced
20
Closed
–
Top Buys
| 1 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$1.69M |
| 2 |
Vanguard ESG International Stock ETF
VSGX
|
$1.17M |
| 3 |
iShares TIPS Bond ETF
TIP
|
$1.15M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$1.02M |
| 5 |
Vanguard ESG US Stock ETF
ESGV
|
$837K |
Top Sells
| 1 |
Direxion Daily 20+ Year Treasury Bull 3X Shares
TMF
|
$11.1M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$3.19M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.3M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$1.14M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$415K |
Sector Composition
| 1 | Technology | 1.43% |
| 2 | Industrials | 0.64% |
| 3 | Energy | 0.31% |
| 4 | Financials | 0.27% |
| 5 | Consumer Staples | 0.23% |
