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
201
$26.8K 0.02%
+307
202
$26.6K 0.02%
+256
203
$26.5K 0.02%
+2,000
204
$25.9K 0.02%
+175
205
$25.8K 0.02%
+322
206
$25.7K 0.02%
+527
207
$25.2K 0.02%
+556
208
$25.2K 0.02%
+300
209
$25K 0.02%
+80
210
$24.6K 0.02%
+292
211
$24.5K 0.02%
+565
212
$24K 0.02%
10,000
213
$24K 0.02%
+270
214
$23.7K 0.02%
+470
215
$23.7K 0.02%
+120
216
$23.4K 0.02%
+600
217
$23.1K 0.02%
+300
218
$23.1K 0.02%
+175
219
$22.9K 0.02%
+30
220
$22.7K 0.02%
+242
221
$22.4K 0.02%
+95
222
$22.4K 0.02%
+264
223
$22K 0.02%
+721
224
$21.7K 0.02%
+380
225
$21.3K 0.02%
+367