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
$121M
AUM Growth
-$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Buys

1
+$516K
2
+$79.7K
3
+$43.3K
4
TSLA icon
Tesla
TSLA
+$38.8K
5
META icon
Meta Platforms (Facebook)
META
+$35.3K

Top Sells

1
+$1.25M
2
+$744K
3
+$658K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$499K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$493K

Sector Composition

1 Technology 19.22%
2 Financials 5.77%
3 Consumer Discretionary 3.84%
4 Consumer Staples 3.56%
5 Healthcare 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.06M 0.87%
7,411
27
$1.02M 0.84%
4,279
28
$856K 0.71%
13,444
29
$856K 0.71%
14,405
+3
30
$802K 0.66%
5,127
31
$759K 0.63%
5,193
-67
32
$707K 0.58%
4,284
-232
33
$683K 0.56%
27,104
-616
34
$673K 0.56%
9,502
-75
35
$668K 0.55%
6,065
-136
36
$655K 0.54%
3,288
37
$645K 0.53%
2,721
+1
38
$634K 0.52%
3,456
39
$624K 0.51%
3,781
-223
40
$603K 0.5%
8,785
-58
41
$593K 0.49%
1,779
42
$550K 0.45%
8,128
+191
43
$544K 0.45%
5,096
44
$514K 0.42%
6,119
45
$495K 0.41%
2,502
+196
46
$494K 0.41%
1,119
-158
47
$486K 0.4%
475
+3
48
$485K 0.4%
969
49
$474K 0.39%
4,773
-1
50
$454K 0.37%
900
+70
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