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
301
$28K 0.02%
610
302
$28K 0.02%
288
303
$28K 0.02%
950
304
$28K 0.02%
+1,130
305
$27K 0.01%
577
306
$27K 0.01%
238
307
$27K 0.01%
310
308
$27K 0.01%
1,650
309
$27K 0.01%
704
310
$27K 0.01%
512
311
$27K 0.01%
400
312
$27K 0.01%
375
313
$26K 0.01%
1,053
-721
314
$26K 0.01%
180
315
$25K 0.01%
250
316
$25K 0.01%
243
317
$25K 0.01%
1,050
318
$25K 0.01%
268
319
$25K 0.01%
442
320
$25K 0.01%
178
321
$23K 0.01%
432
322
$23K 0.01%
380
323
$23K 0.01%
686
324
$23K 0.01%
531
+10
325
$22K 0.01%
902