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
251
$49K 0.03%
786
252
$48K 0.03%
1,624
253
$48K 0.03%
855
254
$47K 0.03%
610
255
$47K 0.03%
359
256
$47K 0.03%
149
257
$47K 0.03%
1,948
258
$47K 0.03%
532
259
$47K 0.03%
2,700
260
$46K 0.02%
179
261
$46K 0.02%
1,915
262
$46K 0.02%
1,224
263
$45K 0.02%
595
264
$45K 0.02%
627
265
$45K 0.02%
846
266
$45K 0.02%
1,425
267
$44K 0.02%
756
268
$42K 0.02%
258
-32
269
$41K 0.02%
1,782
270
$40K 0.02%
265
271
$39K 0.02%
232
272
$39K 0.02%
1,050
273
$38K 0.02%
1,585
274
$37K 0.02%
2,108
275
$36K 0.02%
224
+26