LF

LifeSteps Financial Portfolio holdings

AUM $156M
1-Year Est. Return 19.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$1.45M
3
+$519K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$485K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$361K

Top Sells

1
+$275K
2
+$69.8K
3
+$58.6K
4
META icon
Meta Platforms (Facebook)
META
+$50.1K
5
VHT icon
Vanguard Health Care ETF
VHT
+$49.4K

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
$267K 0.18%
1,961
+40
77
$244K 0.17%
+345
78
$243K 0.17%
+459
79
$242K 0.17%
3,305
80
$233K 0.16%
3,000
81
$225K 0.15%
+530
82
$221K 0.15%
888
-200
83
$205K 0.14%
+1,120
84
$203K 0.14%
6,927
85
$92.4K 0.06%
11,520
86
$22.3K 0.02%
10,000
87
– –
-526
1 2 3
4