LF
LifeSteps Financial Portfolio holdings
AUM
$146M
This Quarter Return
+19.44%
1 Year Return
+16.42%
3 Year Return
+76.71%
5 Year Return
+114.86%
10 Year Return
–
AUM
$86.6M
AUM Growth
+$86.6M
(-0.3%)
Cap. Flow
-$12.7M
Cap. Flow
% of AUM
-14.61%
Top 10 Holdings %
Top 10 Hldgs %
60.13%
Holding
86
New
10
Increased
24
Reduced
22
Closed
14
Top Buys
| 1 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$3.67M |
| 2 |
Schwab Short-Term US Treasury ETF
SCHO
|
$1.43M |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$374K |
| 4 |
Mastercard
MA
|
$319K |
| 5 |
Tesla
TSLA
|
$294K |
Top Sells
Sector Composition
| 1 | Technology | 8.76% |
| 2 | Financials | 5.12% |
| 3 | Consumer Discretionary | 3.82% |
| 4 | Communication Services | 3.6% |
| 5 | Healthcare | 2.18% |
