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
276
$30K 0.02%
+892
277
$29K 0.02%
+1,171
278
$29K 0.02%
+421
279
$29K 0.02%
+783
280
$29K 0.02%
+385
281
$29K 0.02%
+450
282
$29K 0.02%
+692
283
$29K 0.02%
+980
284
$28K 0.02%
+902
285
$28K 0.02%
+525
286
$28K 0.02%
+327
287
$28K 0.02%
+577
288
$28K 0.02%
+704
289
$27K 0.02%
+509
290
$27K 0.02%
+472
291
$27K 0.02%
+534
292
$26K 0.02%
+552
293
$26K 0.02%
+243
294
$25K 0.01%
+160
295
$25K 0.01%
+310
296
$24K 0.01%
+1,050
297
$24K 0.01%
+748
298
$24K 0.01%
+178
299
$24K 0.01%
+543
300
$23K 0.01%
+375
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