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
$121M
AUM Growth
-$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Buys

1
+$516K
2
+$79.7K
3
+$43.3K
4
TSLA icon
Tesla
TSLA
+$38.8K
5
META icon
Meta Platforms (Facebook)
META
+$35.3K

Top Sells

1
+$1.25M
2
+$744K
3
+$658K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$499K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$493K

Sector Composition

1 Technology 19.22%
2 Financials 5.77%
3 Consumer Discretionary 3.84%
4 Consumer Staples 3.56%
5 Healthcare 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$220K 0.18%
3,305
77
$218K 0.18%
10,188
-48
78
$130K 0.11%
66,536
+22,227
79
$86.1K 0.07%
11,520
80
$29.4K 0.02%
+10,000
81
$16.8K 0.01%
10,000
82
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83
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