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
426
$375 ﹤0.01%
+10
427
$360 ﹤0.01%
+81
428
$226 ﹤0.01%
+11
429
$224 ﹤0.01%
+26
430
$164 ﹤0.01%
+37
431
$148 ﹤0.01%
+31
432
$134 ﹤0.01%
+2
433
$122 ﹤0.01%
+870
434
$86 ﹤0.01%
+11
435
$58 ﹤0.01%
+1
436
$52 ﹤0.01%
+21
437
$33 ﹤0.01%
+2
438
$26 ﹤0.01%
+6
439
$25 ﹤0.01%
+3
440
$8 ﹤0.01%
+200
441
$0 ﹤0.01%
+2,000