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 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
101
$120K 0.09%
+373
102
$118K 0.09%
+540
103
$117K 0.09%
+1,209
104
$114K 0.09%
+556
105
$112K 0.08%
+2,679
106
$109K 0.08%
+881
107
$108K 0.08%
+90
108
$106K 0.08%
+1,107
109
$105K 0.08%
+372
110
$102K 0.08%
+775
111
$96.4K 0.07%
+1,055
112
$94.6K 0.07%
+970
113
$94.2K 0.07%
+1,037
114
$85.4K 0.06%
+467
115
$83.3K 0.06%
+1,080
116
$83.1K 0.06%
+1,532
117
$82.8K 0.06%
11,520
118
$82.7K 0.06%
+658
119
$79.6K 0.06%
+265
120
$78.5K 0.06%
+2,689
121
$78.5K 0.06%
+180
122
$78K 0.06%
+306
123
$76.2K 0.06%
+253
124
$75.5K 0.06%
+1,505
125
$73K 0.06%
+400