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
$234M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$1.91M
3
+$1.43M
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$1.14M
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$1.02M

Top Sells

1
+$571K
2
+$189K
3
+$109K
4
EURL icon
Direxion Daily FTSE Europe Bull 3x Shares
EURL
+$101K
5
AAPL icon
Apple
AAPL
+$92.3K

Sector Composition

1 Consumer Staples 0.77%
2 Technology 0.67%
3 Industrials 0.5%
4 Energy 0.37%
5 Healthcare 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$64.1M 27.35%
658,203
+10,377
2
$39.9M 17.03%
1,488,584
+117,008
3
$33.1M 14.13%
337,708
+19,478
4
$18.6M 7.91%
541,117
+41,680
5
$13M 5.55%
127,982
+11,228
6
$12.2M 5.2%
43,023
+1,052
7
$9.85M 4.2%
350,065
+30,911
8
$9.47M 4.04%
153,971
+16,645
9
$5.35M 2.28%
101,328
+5,677
10
$3.34M 1.42%
118,592
+10,868
11
$2.37M 1.01%
4,491
+15
12
$2.08M 0.89%
20,545
+716
13
$2.06M 0.88%
24,820
+976
14
$1.57M 0.67%
9,581
-502
15
$1.4M 0.6%
34,326
-319
16
$1.34M 0.57%
16,256
+92
17
$1.29M 0.55%
22,278
-1,890
18
$1.27M 0.54%
95,095
-42,706
19
$1.25M 0.53%
26,195
+2,355
20
$989K 0.42%
30,631
+170
21
$880K 0.38%
1,533
22
$870K 0.37%
7,419
-115
23
$837K 0.36%
28,630
-3,471
24
$683K 0.29%
3,087
-853
25
$625K 0.27%
4,586
-111
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