LFA
LifeGuide Financial Advisors Portfolio holdings
AUM
$271M
This Quarter Return
-4.78%
1 Year Return
+10.61%
3 Year Return
+14.63%
5 Year Return
–
10 Year Return
–
AUM
$233M
AUM Growth
+$233M
(-0.56%)
Cap. Flow
+$29.9M
Cap. Flow
% of AUM
12.82%
Top 10 Holdings %
Top 10 Hldgs %
89.36%
Holding
43
New
2
Increased
22
Reduced
13
Closed
1
Top Buys
| 1 |
Schwab US TIPS ETF
SCHP
|
$21.3M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$1.9M |
| 3 |
Vanguard ESG US Stock ETF
ESGV
|
$1.83M |
| 4 |
Vanguard ESG International Stock ETF
VSGX
|
$1.63M |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$898K |
Top Sells
| 1 |
Direxion Daily S&P 500 Bull 3x Shares
SPXL
|
$562K |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$465K |
| 3 |
Carlisle Companies
CSL
|
$144K |
| 4 |
Exxon Mobil
XOM
|
$142K |
| 5 |
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% |
