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 Buys

1
+$233K
2
+$231K
3
+$203K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$203K
5
IYT icon
iShares US Transportation ETF
IYT
+$187K

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
376
$2.94K ﹤0.01%
+129
377
$2.91K ﹤0.01%
+17
378
$2.81K ﹤0.01%
+33
379
$2.8K ﹤0.01%
+101
380
$2.65K ﹤0.01%
+47
381
$2.64K ﹤0.01%
+20
382
$2.63K ﹤0.01%
+16
383
$2.59K ﹤0.01%
+601
384
$2.58K ﹤0.01%
+12
385
$2.5K ﹤0.01%
+41
386
$2.38K ﹤0.01%
+43
387
$2.21K ﹤0.01%
+12
388
$2.17K ﹤0.01%
+132
389
$2.15K ﹤0.01%
+29
390
$1.97K ﹤0.01%
+15
391
$1.87K ﹤0.01%
+31
392
$1.87K ﹤0.01%
+141
393
$1.87K ﹤0.01%
+43
394
$1.85K ﹤0.01%
+25
395
$1.83K ﹤0.01%
+16
396
$1.67K ﹤0.01%
+14
397
$1.63K ﹤0.01%
+20
398
$1.63K ﹤0.01%
+75
399
$1.61K ﹤0.01%
+70
400
$1.53K ﹤0.01%
+20
14 15
16
17 18