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
State Street 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
251
$41K 0.02%
+3,591
252
$41K 0.02%
+524
253
$41K 0.02%
+1,172
254
$41K 0.02%
+2,395
255
$40K 0.02%
+2,873
256
$39K 0.02%
+183
257
$39K 0.02%
+1,050
258
$38K 0.02%
588
-4,048
259
$38K 0.02%
+896
260
$38K 0.02%
+646
261
$38K 0.02%
+628
262
$38K 0.02%
+2,700
263
$38K 0.02%
+2,108
264
$37K 0.02%
+232
265
$36K 0.02%
+610
266
$36K 0.02%
+729
267
$35K 0.02%
+627
268
$35K 0.02%
+375
269
$33K 0.02%
+724
270
$32K 0.02%
+1,085
271
$32K 0.02%
+288
272
$31K 0.02%
+650
273
$30K 0.02%
+420
274
$30K 0.02%
+440
275
$30K 0.02%
+1,179
9 10
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