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
$88.7M
AUM Growth
-$7.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$390K
2 +$335K
3 +$293K
4
BND icon
Vanguard Total Bond Market
BND
+$286K
5
JPM icon
JPMorgan Chase
JPM
+$241K

Top Sells

1 +$930K
2 +$435K
3 +$410K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$356K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$301K

Sector Composition

1 Technology 11.81%
2 Financials 5.44%
3 Consumer Discretionary 3.96%
4 Healthcare 3.43%
5 Communication Services 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,482
77
-14,871
78
-5,696