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
$206M
AUM Growth
+$7.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$2.29M
3
+$1.84M
4
TMF icon
Direxion Daily 20+ Year Treasury Bull 3X Shares
TMF
+$1.17M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$1.15M

Top Sells

1
+$1.29M
2
+$686K
3
+$326K
4
SPXL icon
Direxion Daily S&P 500 Bull 3x Shares
SPXL
+$260K
5
CSL icon
Carlisle Companies
CSL
+$89.6K

Sector Composition

1 Technology 0.82%
2 Consumer Staples 0.77%
3 Industrials 0.56%
4 Energy 0.42%
5 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$54.3M 26.36%
647,826
+27,292
2
$35.7M 17.33%
1,371,576
+89,012
3
$29.8M 14.48%
318,230
+19,684
4
$16.1M 7.82%
499,437
+97
5
$11.3M 5.48%
116,754
+4,940
6
$11.2M 5.45%
41,971
+8
7
$8.39M 4.08%
319,154
+12,561
8
$7.86M 3.82%
137,326
+9,173
9
$4.73M 2.3%
95,651
+1,244
10
$2.88M 1.4%
107,724
+1,732
11
$2.24M 1.09%
4,476
+374
12
$1.97M 0.96%
19,829
+423
13
$1.95M 0.95%
23,844
+681
14
$1.47M 0.72%
10,083
-1,782
15
$1.32M 0.64%
34,645
+4,326
16
$1.21M 0.59%
137,801
+7,988
17
$1.17M 0.57%
+24,168
18
$1.15M 0.56%
+16,164
19
$1.04M 0.51%
23,840
+713
20
$897K 0.44%
30,461
+4,128
21
$867K 0.42%
7,534
+1,577
22
$834K 0.41%
1,533
-44
23
$812K 0.39%
32,101
-878
24
$681K 0.33%
3,940
+28
25
$643K 0.31%
4,697
+11
1
2