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
$86.6M
AUM Growth
-$258K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$1.43M
3
+$374K
4
MA icon
Mastercard
MA
+$319K
5
TSLA icon
Tesla
TSLA
+$294K

Top Sells

1
+$2.78M
2
+$2.53M
3
+$2.47M
4
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$2.29M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$1.87M

Sector Composition

1 Technology 8.76%
2 Financials 5.12%
3 Consumer Discretionary 3.82%
4 Communication Services 3.6%
5 Healthcare 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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83
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84
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-91,749
85
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86
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