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
$133M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$233K
2
+$231K
3
+$203K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$203K
5
IYT icon
iShares US Transportation ETF
IYT
+$187K

Top Sells

1
+$338K
2
+$254K
3
+$226K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$158K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$95.1K

Sector Composition

1 Technology 15.33%
2 Financials 7.24%
3 Consumer Discretionary 4.25%
4 Healthcare 4.09%
5 Consumer Staples 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$231K 0.17%
+1,120
77
$221K 0.17%
485
78
$218K 0.16%
1,921
79
$218K 0.16%
3,305
-1,077
80
$212K 0.16%
3,200
81
$212K 0.16%
10,236
-696
82
$203K 0.15%
+2,090
83
$203K 0.15%
+510
84
$190K 0.14%
986
+100
85
$187K 0.14%
+2,660
86
$183K 0.14%
+382
87
$177K 0.13%
+1,716
88
$175K 0.13%
+6,314
89
$174K 0.13%
+1,446
90
$168K 0.13%
+956
91
$160K 0.12%
+750
92
$159K 0.12%
+261
93
$154K 0.12%
+753
94
$150K 0.11%
+520
95
$142K 0.11%
+2,029
96
$131K 0.1%
+3,466
97
$131K 0.1%
+389
98
$131K 0.1%
+881
99
$128K 0.1%
+9,629
100
$126K 0.09%
+673
2 3
4
5 6