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
$189M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.17M
3
+$1.15M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.02M
5
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$837K

Top Sells

1
+$3.19M
2
+$2.3M
3
+$1.14M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$415K
5
DRN icon
Direxion Daily Real Estate Bull 3X Shares
DRN
+$242K

Sector Composition

1 Technology 1.43%
2 Industrials 0.64%
3 Energy 0.31%
4 Financials 0.27%
5 Consumer Staples 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$51.9M 27.44%
587,437
+11,547
2
$31.5M 16.64%
1,206,308
-6,188
3
$25.6M 13.54%
265,705
-11,832
4
$14.4M 7.61%
492,288
+5,490
5
$10.3M 5.44%
43,409
-13,446
6
$9.08M 4.8%
106,767
+9,844
7
$7.48M 3.95%
293,032
+15,368
8
$6.65M 3.51%
120,250
+21,082
9
$4.07M 2.15%
84,867
-48,048
10
$2.55M 1.35%
102,150
+5,354
11
$1.92M 1.01%
19,463
-621
12
$1.89M 1%
22,997
-793
13
$1.75M 0.92%
9,070
+109
14
$1.74M 0.92%
3,989
-951
15
$1.69M 0.9%
+28,556
16
$1.52M 0.8%
14,637
-72
17
$1.24M 0.65%
19,182
+37
18
$1.2M 0.64%
113,454
-22,783
19
$1.15M 0.61%
+10,718
20
$1.02M 0.54%
29,131
+3,987
21
$837K 0.44%
35,281
-508
22
$828K 0.44%
20,146
-3,089
23
$750K 0.4%
1,577
-63
24
$737K 0.39%
4,686
-108
25
$725K 0.38%
24,552
+3,544
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