LF

LifeSteps Financial Portfolio holdings

AUM $156M
1-Year Est. Return 20.37%
This Quarter Est. Return
1 Year Est. Return
+20.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Sells

1 +$338K
2 +$254K
3 +$226K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$158K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$95.1K

Sector Composition

1 Technology 15.33%
2 Financials 7.24%
3 Consumer Discretionary 4.25%
4 Healthcare 4.09%
5 Consumer Staples 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$20.5K 0.02%
+144
227
$20.3K 0.02%
+82
228
$19.8K 0.01%
+150
229
$19.4K 0.01%
+455
230
$19.2K 0.01%
+220
231
$19K 0.01%
+53
232
$18.7K 0.01%
+69
233
$18.6K 0.01%
+500
234
$18.5K 0.01%
+255
235
$18.3K 0.01%
+180
236
$17.8K 0.01%
+70
237
$17.8K 0.01%
+200
238
$17.6K 0.01%
+300
239
$17.5K 0.01%
+137
240
$17.4K 0.01%
+72
241
$17.4K 0.01%
+100
242
$17.3K 0.01%
+33
243
$17.3K 0.01%
+100
244
$17K 0.01%
+109
245
$16.9K 0.01%
+922
246
$16.9K 0.01%
+212
247
$16.8K 0.01%
+240
248
$16.6K 0.01%
+1,516
249
$16.3K 0.01%
+100
250
$16.2K 0.01%
+152