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
$171M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$5.02M
2
+$4M
3
+$1.42M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.2M
5
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$1.07M

Top Sells

1
+$4.78M
2
+$3.61M
3
+$3.38M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.57M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.32M

Sector Composition

1 Utilities 2.18%
2 Consumer Staples 1.68%
3 Financials 1.59%
4 Industrials 1.24%
5 Consumer Discretionary 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$49K 0.03%
+532
227
$49K 0.03%
+567
228
$49K 0.03%
+417
229
$48K 0.03%
+1,948
230
$47K 0.03%
+1,224
231
$47K 0.03%
+423
232
$47K 0.03%
+595
233
$46K 0.03%
+325
234
$46K 0.03%
+359
235
$46K 0.03%
+439
236
$46K 0.03%
+334
237
$46K 0.03%
+288
238
$46K 0.03%
+846
239
$45K 0.03%
+756
240
$45K 0.03%
+855
241
$45K 0.03%
+1,010
242
$44K 0.03%
+1,624
243
$44K 0.03%
+899
244
$44K 0.03%
+1,774
245
$43K 0.03%
+290
246
$43K 0.03%
+810
247
$42K 0.02%
+1,585
248
$42K 0.02%
+1,425
249
$42K 0.02%
+840
250
$41K 0.02%
+1,782
8 9
10
11 12