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
$233M
AUM Growth
-$1.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.9M
3
+$1.83M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$1.63M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$898K

Top Sells

1
+$562K
2
+$465K
3
+$144K
4
XOM icon
Exxon Mobil
XOM
+$142K
5
TNA icon
Direxion Daily Small Cap Bull 3x Shares
TNA
+$89.4K

Sector Composition

1 Technology 0.85%
2 Consumer Staples 0.71%
3 Industrials 0.37%
4 Energy 0.28%
5 Healthcare 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$59.2M 25.4%
664,726
+6,523
2
$40.5M 17.37%
1,567,621
+79,037
3
$33.1M 14.21%
358,228
+20,520
4
$18.8M 8.08%
544,716
+3,599
5
$15.3M 6.54%
145,434
+17,452
6
$12.8M 5.49%
44,202
+1,179
7
$10.4M 4.45%
182,799
+28,828
8
$9.62M 4.13%
372,355
+22,290
9
$5.35M 2.3%
111,892
+10,564
10
$3.25M 1.39%
124,074
+5,482
11
$2.49M 1.07%
4,628
+137
12
$2.34M 1.01%
23,300
+2,755
13
$2.34M 1%
28,499
+3,679
14
$1.4M 0.6%
31,708
+5,513
15
$1.39M 0.6%
35,786
+1,460
16
$1.24M 0.53%
16,229
-27
17
$1.05M 0.45%
6,249
-3,332
18
$962K 0.41%
33,159
+2,528
19
$910K 0.39%
22,775
+497
20
$898K 0.39%
+15,477
21
$871K 0.37%
88,521
-6,574
22
$832K 0.36%
1,419
-114
23
$728K 0.31%
2,906
+741
24
$679K 0.29%
3,087
25
$656K 0.28%
6,102
-1,317
1
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