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

Top Buys

1
+$213K
2
+$205K
3
+$196K
4
LRCX icon
Lam Research
LRCX
+$184K
5
IYT icon
iShares US Transportation ETF
IYT
+$180K

Top Sells

1
+$358K
2
+$241K
3
+$214K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$147K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$91.6K

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
126
$72.9K 0.06%
+3,593
127
$71.6K 0.05%
+243
128
$71.3K 0.05%
+637
129
$70.9K 0.05%
+393
130
$70.2K 0.05%
+520
131
$68.5K 0.05%
+916
132
$68.1K 0.05%
+1,748
133
$67.1K 0.05%
+1,364
134
$65.4K 0.05%
+1,521
135
$64K 0.05%
+487
136
$62.8K 0.05%
+2,730
137
$62.4K 0.05%
+3,200
138
$62.3K 0.05%
+247
139
$62.1K 0.05%
+1,058
140
$61.9K 0.05%
+248
141
$61.8K 0.05%
+2,119
142
$61.6K 0.05%
+237
143
$61.3K 0.05%
+1,016
144
$60K 0.05%
+1,467
145
$59.9K 0.05%
+3,941
146
$58.5K 0.04%
+621
147
$56.2K 0.04%
+317
148
$55.7K 0.04%
+3,164
149
$55.2K 0.04%
+1,100
150
$51.6K 0.04%
+410
4 5
6
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