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
151
$51.2K 0.04%
+225
152
$51.2K 0.04%
+1,084
153
$50.5K 0.04%
+255
154
$48.2K 0.04%
+448
155
$48.1K 0.04%
+209
156
$47.5K 0.04%
+208
157
$47.4K 0.04%
+94
158
$46.9K 0.04%
+542
159
$46.2K 0.03%
+280
160
$45.8K 0.03%
+1,200
161
$45.7K 0.03%
+850
162
$45.2K 0.03%
+1,024
163
$45.2K 0.03%
+600
164
$44.9K 0.03%
+418
165
$44.1K 0.03%
+879
166
$43.7K 0.03%
+711
167
$43.1K 0.03%
+800
168
$41.8K 0.03%
+460
169
$41K 0.03%
+1,116
170
$40.9K 0.03%
+703
171
$40.5K 0.03%
+255
172
$39.4K 0.03%
+870
173
$39K 0.03%
+197
174
$38.4K 0.03%
+300
175
$38K 0.03%
+303
5 6
7
8 9