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
51
$405K 0.31%
2,161
52
$403K 0.3%
830
53
$399K 0.3%
1,415
54
$386K 0.29%
15,240
-1,140
55
$378K 0.28%
1,328
+50
56
$362K 0.27%
2,400
57
$351K 0.26%
1,297
58
$330K 0.25%
627
59
$327K 0.25%
2,525
60
$326K 0.25%
7,749
-400
61
$317K 0.24%
2,263
62
$312K 0.24%
7,444
+3
63
$303K 0.23%
6,061
64
$295K 0.22%
454
65
$285K 0.22%
44,309
+9,301
66
$280K 0.21%
1,004
-80
67
$268K 0.2%
3,732
68
$261K 0.2%
1,970
69
$260K 0.2%
526
70
$259K 0.2%
10,530
-142
71
$255K 0.19%
12,549
+609
72
$251K 0.19%
4,785
73
$244K 0.18%
1,278
+3
74
$237K 0.18%
3,344
+17
75
$233K 0.18%
+299
1 2
3
4 5