LF
LifeSteps Financial Portfolio holdings
AUM
$156M
1-Year Est. Return
20.37%
1 Year Est. Return
+20.37%
AUM
$146M
AUM Growth
+$22.2M
(+18%)
Holding
87
Top Buys
| 1 | +$3.81M | |
| 2 | +$1.61M | |
| 3 | +$543K | |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$492K |
| 5 |
Schwab US Mid-Cap ETF
SCHM
|
+$383K |
Top Sells
| 1 | +$275K | |
| 2 | +$68.4K | |
| 3 | +$59.8K | |
| 4 |
Amgen
AMGN
|
+$57.8K |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$54.5K |
Sector Composition
| 1 | Technology | 18.11% |
| 2 | Financials | 6.58% |
| 3 | Consumer Discretionary | 3.76% |
| 4 | Consumer Staples | 3.35% |
| 5 | Healthcare | 2.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Abbott
ABT
$217B
| $267K | 0.18% |
1,961
+40
|
|
||
77
Goldman Sachs
GS
$244B
| $244K | 0.17% |
+345
|
|
||
78
GE Vernova
GEV
$156B
| $243K | 0.17% |
+459
|
|
||
79
FlexShares Quality Dividend Index Fund
QDF
$2.01B
| $242K | 0.17% |
3,305
|
|
||
80
ServisFirst Bancshares
SFBS
$3.77B
| $233K | 0.16% |
3,000
|
|
||
81
iShares Russell 1000 Growth ETF
IWF
$127B
| $225K | 0.15% |
+530
|
|
||
82
Vanguard Health Care ETF
VHT
$16.1B
| $221K | 0.15% |
888
-200
|
|
||
83
Applied Materials
AMAT
$185B
| $205K | 0.14% |
+1,120
|
|
||
84
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.78B
| $203K | 0.14% |
6,927
|
|
||
85
Nuveen Preferred & Income Opportunities Fund
JPC
$2.9B
| $92.4K | 0.06% |
11,520
|
|
||
86
Oxford Square Capital
OXSQ
$143M
| $22.3K | 0.02% |
10,000
|
|
||
87
UnitedHealth
UNH
$312B
| – | – |
-526
|
|