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
401
$1.51K ﹤0.01%
+41
402
$1.48K ﹤0.01%
+11
403
$1.41K ﹤0.01%
+14
404
$1.23K ﹤0.01%
+13
405
$1.17K ﹤0.01%
+50
406
$1.16K ﹤0.01%
+100
407
$1.08K ﹤0.01%
+13
408
$1.07K ﹤0.01%
+93
409
$1.02K ﹤0.01%
+10
410
$975 ﹤0.01%
+11
411
$860 ﹤0.01%
+57
412
$796 ﹤0.01%
+40
413
$774 ﹤0.01%
+7
414
$771 ﹤0.01%
+25
415
$726 ﹤0.01%
+27
416
$721 ﹤0.01%
+25
417
$706 ﹤0.01%
+53
418
$650 ﹤0.01%
+7
419
$639 ﹤0.01%
+34
420
$614 ﹤0.01%
+50
421
$517 ﹤0.01%
+14
422
$513 ﹤0.01%
+18
423
$432 ﹤0.01%
+7
424
$417 ﹤0.01%
+17
425
$382 ﹤0.01%
+2
14 15 16
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