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
351
$4.32K ﹤0.01%
+45
352
$4.25K ﹤0.01%
+78
353
$4.11K ﹤0.01%
+109
354
$4.08K ﹤0.01%
+28
355
$4.02K ﹤0.01%
+35
356
$3.92K ﹤0.01%
+132
357
$3.9K ﹤0.01%
+101
358
$3.9K ﹤0.01%
+45
359
$3.72K ﹤0.01%
+94
360
$3.63K ﹤0.01%
+1
361
$3.62K ﹤0.01%
+19
362
$3.6K ﹤0.01%
+76
363
$3.55K ﹤0.01%
+24
364
$3.48K ﹤0.01%
+28
365
$3.43K ﹤0.01%
+21
366
$3.39K ﹤0.01%
+388
367
$3.38K ﹤0.01%
+954
368
$3.32K ﹤0.01%
+35
369
$3.32K ﹤0.01%
+86
370
$3.17K ﹤0.01%
+16
371
$3.17K ﹤0.01%
+30
372
$3.13K ﹤0.01%
+21
373
$3.02K ﹤0.01%
+13
374
$2.99K ﹤0.01%
+11
375
$2.98K ﹤0.01%
+35