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
$185M
AUM Growth
+$5.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Sector Composition

1 Utilities 2.02%
2 Financials 1.7%
3 Consumer Staples 1.57%
4 Industrials 1.19%
5 Consumer Discretionary 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$65K 0.04%
2,572
227
$64K 0.03%
825
+88
228
$62K 0.03%
386
+69
229
$62K 0.03%
730
230
$62K 0.03%
1,041
231
$61K 0.03%
301
232
$58K 0.03%
824
233
$58K 0.03%
2,530
234
$58K 0.03%
1,221
-39
235
$57K 0.03%
1,017
236
$56K 0.03%
439
237
$55K 0.03%
772
+600
238
$55K 0.03%
1,280
239
$54K 0.03%
304
240
$53K 0.03%
+1,063
241
$53K 0.03%
810
242
$53K 0.03%
479
+62
243
$52K 0.03%
+470
244
$51K 0.03%
391
245
$51K 0.03%
478
246
$50K 0.03%
500
247
$50K 0.03%
325
248
$50K 0.03%
1,036
249
$50K 0.03%
2,090
250
$49K 0.03%
275