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
$94.8M
AUM Growth
+$8.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$586K
2 +$543K
3 +$403K
4
WMT icon
Walmart
WMT
+$285K
5
AMZN icon
Amazon
AMZN
+$258K

Top Sells

1 +$395K
2 +$220K
3 +$218K
4
BA icon
Boeing
BA
+$217K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$162K

Sector Composition

1 Technology 10.64%
2 Financials 4.92%
3 Consumer Discretionary 4.66%
4 Communication Services 3.37%
5 Healthcare 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$206K 0.22%
3,750
-192
77
$205K 0.22%
8,494
78
$86K 0.09%
+2,761
79
-1,183