Stock Taper
LifeGoal Investments
EXCHANGE TRADED FUND

SAVN

LifeGoal Conservative Wealth Builder ETF
$8.79 ▲ 0.04%
+$0.00 TODAY

FUND FACTS

Manager LifeGoal Investments
Assets $3.29M
Expense ratio 0.34%
Inception Sep 8, 2021
Asset class Equity
Holdings 1
Volume 8
Avg volume 8

ABOUT THIS FUND

The fund is designed to assist investors general savings goals. Under normal market conditions, the fund will invest its assets within the following ranges: 70-95% of its assets in fixed income and cash and cash equivalents, 0-25% of its assets in equities, and 0-35% of its assets in a combination of underlying funds providing exposure to commodities and high yield debt securities. The adviser seeks to emphasize exposure to fixed income, in order to avoid excessive volatility of returns.

PRICE

$8.79 ▲ UP 48.35% (+$73.38)

No price history available for SAVN over this range.

HOLDINGS

TOP 1 OF 1 · 101.29% OF THE FUND
RANK STOCK WEIGHT SHARES VALUE
01 D Dominion Energy, Inc. 101.29% 3.12M $3.12M

SECTOR HOLDINGS

TECHNOLOGY IS 16.05% OF THE FUND
Financial Services 16.05%
Healthcare 14.59%
Basic Materials 12.26%
Consumer Defensive 9.51%
Industrials 9.48%
Energy 9.47%
Real Estate 7.78%
Technology 6.52%
Communication Services 5.68%
Consumer Cyclical 4.77%
Utilities 3.89%

BY REGION

UNITED STATES IS 101.29% OF THE FUND
United States 101.29%