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
176
$37K 0.03%
+451
177
$36.8K 0.03%
+192
178
$34.5K 0.03%
+729
179
$34.2K 0.03%
+526
180
$33.4K 0.03%
+80
181
$33.4K 0.03%
+100
182
$33.3K 0.03%
+175
183
$33.3K 0.03%
+523
184
$33.1K 0.03%
+730
185
$32.8K 0.02%
+438
186
$32.7K 0.02%
+567
187
$31.8K 0.02%
+155
188
$31K 0.02%
+126
189
$30.9K 0.02%
+500
190
$30.9K 0.02%
+311
191
$30.8K 0.02%
+53
192
$30.5K 0.02%
+451
193
$30.2K 0.02%
+122
194
$30.2K 0.02%
+500
195
$29K 0.02%
+200
196
$28.3K 0.02%
+1,028
197
$28.1K 0.02%
+367
198
$27.3K 0.02%
+471
199
$27.2K 0.02%
+200
200
$26.9K 0.02%
+132