LF
LifeSteps Financial Portfolio holdings
AUM
$146M
This Quarter Return
+6.68%
1 Year Return
+16.42%
3 Year Return
+76.71%
5 Year Return
+114.86%
10 Year Return
–
AUM
$106M
AUM Growth
–
Cap. Flow
+$106M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
47.91%
Holding
93
New
93
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$13.4M |
| 2 |
Invesco QQQ Trust
QQQ
|
$9.01M |
| 3 |
SPDR S&P Dividend ETF
SDY
|
$5.03M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$4.59M |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
$4.21M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 5.89% |
| 2 | Technology | 4.98% |
| 3 | Communication Services | 2.91% |
| 4 | Energy | 2.15% |
| 5 | Consumer Discretionary | 1.83% |
