LF

LifeSteps Financial Portfolio holdings

AUM $156M
1-Year Est. Return 19.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.44%
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 Buys

1
+$213K
2
+$205K
3
+$196K
4
LRCX icon
Lam Research
LRCX
+$184K
5
IYT icon
iShares US Transportation ETF
IYT
+$180K

Top Sells

1
+$358K
2
+$241K
3
+$214K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$147K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$91.6K

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
301
$9.47K 0.01%
+46
302
$9.24K 0.01%
+37
303
$9.2K 0.01%
+82
304
$8.97K 0.01%
+344
305
$8.94K 0.01%
+300
306
$8.67K 0.01%
+200
307
$8.48K 0.01%
+44
308
$8.34K 0.01%
+10
309
$8.3K 0.01%
+49
310
$8.18K 0.01%
+138
311
$8.17K 0.01%
+670
312
$8.1K 0.01%
+158
313
$7.85K 0.01%
+41
314
$7.8K 0.01%
+50
315
$7.77K 0.01%
+136
316
$7.77K 0.01%
+77
317
$7.63K 0.01%
+22
318
$7.56K 0.01%
+151
319
$7.51K 0.01%
+100
320
$7.44K 0.01%
+209
321
$7.41K 0.01%
+200
322
$7.37K 0.01%
+198
323
$6.99K 0.01%
+10
324
$6.91K 0.01%
+450
325
$6.73K 0.01%
+82
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