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
$212M
AUM Growth
+$5.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.47M
3
+$1.07M
4
SYE
SPDR MFS Systematic Core Equity ETF of SSgA Active Trust
SYE
+$436K
5
RSPM icon
Invesco S&P 500 Equal Weight Materials ETF
RSPM
+$354K

Top Sells

1
+$1.7M
2
+$626K
3
+$487K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$444K
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$337K

Sector Composition

1 Utilities 2.09%
2 Consumer Staples 1.58%
3 Financials 1.28%
4 Real Estate 0.94%
5 Industrials 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$47K 0.02%
2,025
-450
252
$47K 0.02%
619
253
$47K 0.02%
1,075
254
$46K 0.02%
717
255
$46K 0.02%
1,585
256
$45K 0.02%
265
257
$45K 0.02%
2,572
258
$45K 0.02%
1,115
259
$44K 0.02%
179
260
$44K 0.02%
+602
261
$44K 0.02%
817
-134
262
$43K 0.02%
7,875
263
$42K 0.02%
1,051
264
$42K 0.02%
756
265
$42K 0.02%
258
266
$42K 0.02%
+1,524
267
$40K 0.02%
491
+1
268
$40K 0.02%
864
-299
269
$40K 0.02%
763
270
$40K 0.02%
1,387
271
$39K 0.02%
436
272
$39K 0.02%
2,700
273
$38K 0.02%
1,823
274
$38K 0.02%
272
275
$38K 0.02%
1,200
9 10
11
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