LFA

LifeGuide Financial Advisors Portfolio holdings

AUM $313M
1-Year Est. Return 8.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$272M
AUM Growth
+$621K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$114K
2
+$63.1K
3
+$51.4K
4
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$45.5K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$30.1K

Top Sells

1
+$15.2K
2
+$8.83K
3
+$8.65K
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$4.97K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.58K

Sector Composition

1 Technology 0.85%
2 Consumer Staples 0.82%
3 Financials 0.27%
4 Consumer Discretionary 0.25%
5 Energy 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$59M 21.73%
2,186,062
+1,681
2
$44.7M 16.46%
1,682,351
+2,357
3
$38.3M 14.12%
402,313
+315
4
$22.3M 8.23%
620,084
+3,042
5
$15.7M 5.79%
143,610
-76
6
$15.3M 5.63%
50,321
-5
7
$13.2M 4.86%
424,558
+1,611
8
$12.5M 4.59%
190,265
-74
9
$6.38M 2.35%
111,915
-26
10
$4.47M 1.64%
150,044
+505
11
$4.3M 1.58%
47,882
12
$3.39M 1.25%
118,378
+1,016
13
$3.33M 1.22%
102,332
+734
14
$2.79M 1.03%
4,911
+7
15
$2.19M 0.81%
52,791
+154
16
$2.16M 0.79%
21,047
-5
17
$2.15M 0.79%
26,049
-2
18
$1.72M 0.63%
34,628
+5
19
$1.64M 0.6%
47,852
+570
20
$1.27M 0.47%
16,430
21
$1.07M 0.39%
6,179
+25
22
$967K 0.36%
24,508
+214
23
$904K 0.33%
1,463
24
$899K 0.33%
3,087
25
$864K 0.32%
88,835
-1,577
1
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