LFG
LifePlan Financial Group Portfolio holdings
AUM
$232M
1-Year Return
8.43%
This Quarter Return
-11.1%
1 Year Return
+8.43%
3 Year Return
+20.19%
5 Year Return
+48.2%
10 Year Return
–
AUM
$160M
AUM Growth
-$24.7M
(-13%)
Cap. Flow
-$2.93M
Cap. Flow
% of AUM
-1.83%
Top 10 Holdings %
Top 10 Hldgs %
30.59%
Holding
580
New
29
Increased
73
Reduced
109
Closed
29
Top Buys
Top Sells
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.15M |
| 2 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
+$672K |
| 3 |
WisdomTree US MidCap Fund
EZM
|
+$626K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$188K |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$164K |
Sector Composition
| 1 | Utilities | 2.22% |
| 2 | Consumer Staples | 1.77% |
| 3 | Financials | 1.49% |
| 4 | Industrials | 1.07% |
| 5 | Consumer Discretionary | 1.06% |
