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
326
$6.63K 0.01%
+25
327
$6.63K 0.01%
+83
328
$6.48K ﹤0.01%
+67
329
$6.35K ﹤0.01%
+132
330
$6.28K ﹤0.01%
+60
331
$6.1K ﹤0.01%
+124
332
$5.8K ﹤0.01%
+486
333
$5.72K ﹤0.01%
+42
334
$5.66K ﹤0.01%
+158
335
$5.61K ﹤0.01%
+10
336
$5.28K ﹤0.01%
+459
337
$5.27K ﹤0.01%
+67
338
$5.12K ﹤0.01%
+69
339
$5.08K ﹤0.01%
+100
340
$4.95K ﹤0.01%
+264
341
$4.87K ﹤0.01%
+90
342
$4.87K ﹤0.01%
+46
343
$4.83K ﹤0.01%
+200
344
$4.7K ﹤0.01%
+19
345
$4.54K ﹤0.01%
+165
346
$4.54K ﹤0.01%
+3
347
$4.51K ﹤0.01%
+51
348
$4.46K ﹤0.01%
+300
349
$4.37K ﹤0.01%
+25
350
$4.32K ﹤0.01%
+200
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