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LFG

LifePlan Financial Group Portfolio holdings

AUM $232M
1-Year Est. Return 8.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$11.4M
3
+$11.1M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$9.81M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$7.31M

Top Sells

1
+$11.9M
2
+$11.3M
3
+$10.4M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$8.59M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$3.53M

Sector Composition

1 Technology 1.19%
2 Healthcare 1.17%
3 Consumer Staples 1.13%
4 Financials 1.04%
5 Industrials 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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10
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