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
276
$13.1K 0.01%
+146
277
$12.9K 0.01%
+80
278
$12.9K 0.01%
+168
279
$12.5K 0.01%
+75
280
$12.5K 0.01%
+102
281
$12.3K 0.01%
+214
282
$12.3K 0.01%
+30
283
$12.1K 0.01%
+135
284
$11.8K 0.01%
+34
285
$11.4K 0.01%
+241
286
$11.3K 0.01%
+375
287
$11.2K 0.01%
+400
288
$11K 0.01%
+282
289
$11K 0.01%
+175
290
$10.7K 0.01%
+100
291
$10.6K 0.01%
+244
292
$10.4K 0.01%
+114
293
$10.2K 0.01%
+200
294
$10.1K 0.01%
+45
295
$9.92K 0.01%
+51
296
$9.87K 0.01%
+91
297
$9.81K 0.01%
+225
298
$9.65K 0.01%
+93
299
$9.62K 0.01%
+133
300
$9.57K 0.01%
+74