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
51
$437K 0.36%
2,400
52
$421K 0.35%
2,161
53
$399K 0.33%
1,278
-50
54
$368K 0.3%
14,901
-339
55
$361K 0.3%
1,415
56
$349K 0.29%
2,525
57
$343K 0.28%
627
58
$316K 0.26%
1,970
59
$313K 0.26%
7,623
-126
60
$307K 0.25%
7,447
+3
61
$298K 0.25%
454
62
$289K 0.24%
1,087
-210
63
$287K 0.24%
1,806
-457
64
$286K 0.24%
6,027
-34
65
$271K 0.22%
12,954
+405
66
$271K 0.22%
299
67
$268K 0.22%
526
68
$266K 0.22%
11,204
+674
69
$264K 0.22%
1,120
70
$259K 0.21%
4,800
+15
71
$253K 0.21%
964
-40
72
$237K 0.2%
3,302
-42
73
$223K 0.18%
581
+208
74
$223K 0.18%
2,090
75
$222K 0.18%
1,281
+3
1 2
3
4 5