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
276
$36K 0.02%
744
+13
277
$35K 0.02%
724
278
$35K 0.02%
1,200
279
$34K 0.02%
706
280
$34K 0.02%
628
281
$33K 0.02%
450
282
$32K 0.02%
1,085
283
$32K 0.02%
421
284
$32K 0.02%
440
285
$32K 0.02%
1,097
+262
286
$31K 0.02%
638
287
$31K 0.02%
520
288
$31K 0.02%
1,624
+616
289
$31K 0.02%
692
290
$31K 0.02%
2,395
291
$31K 0.02%
182
292
$31K 0.02%
4,950
293
$30K 0.02%
3,591
294
$30K 0.02%
650
295
$30K 0.02%
327
296
$30K 0.02%
783
297
$30K 0.02%
892
298
$29K 0.02%
552
299
$29K 0.02%
472
-174
300
$28K 0.02%
1,171