LFG

LifePlan Financial Group Portfolio holdings

AUM $232M
1-Year Est. Return 8.43%
This Quarter Est. Return
1 Year Est. Return
+8.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Staples 1.13%
2 Financials 1.05%
3 Technology 1.02%
4 Healthcare 0.96%
5 Utilities 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$1K ﹤0.01%
20
227
$1K ﹤0.01%
3
228
$1K ﹤0.01%
25
229
$1K ﹤0.01%
60
230
$1K ﹤0.01%
20
231
$1K ﹤0.01%
92
232
$1K ﹤0.01%
18
233
$1K ﹤0.01%
92
234
$1K ﹤0.01%
36
235
$1K ﹤0.01%
+150
236
$1K ﹤0.01%
25
237
$1K ﹤0.01%
51
238
$1K ﹤0.01%
17
239
$1K ﹤0.01%
46
240
-100
241
-48
242
$0 ﹤0.01%
+1
243
0
244
$0 ﹤0.01%
5
245
$0 ﹤0.01%
1
246
$0 ﹤0.01%
6
247
$0 ﹤0.01%
20
248
$0 ﹤0.01%
4
249
$0 ﹤0.01%
2
250
-1,632