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
251
$16.1K 0.01%
+100
252
$16.1K 0.01%
+931
253
$16.1K 0.01%
+67
254
$15.9K 0.01%
+89
255
$15.8K 0.01%
+241
256
$15.8K 0.01%
+295
257
$15.6K 0.01%
+100
258
$15.6K 0.01%
+384
259
$15.5K 0.01%
+300
260
$15.3K 0.01%
+130
261
$15K 0.01%
+150
262
$14.8K 0.01%
+191
263
$14.8K 0.01%
+326
264
$14.6K 0.01%
+7,500
265
$14.6K 0.01%
+345
266
$14.6K 0.01%
+700
267
$14.5K 0.01%
+200
268
$14.4K 0.01%
+70
269
$14.4K 0.01%
+170
270
$14.3K 0.01%
+359
271
$14.3K 0.01%
+55
272
$14.1K 0.01%
+300
273
$13.8K 0.01%
+562
274
$13.8K 0.01%
+142
275
$13.1K 0.01%
+144