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
326
$22K 0.01%
375
327
$22K 0.01%
420
328
$22K 0.01%
577
-53
329
$22K 0.01%
200
330
$22K 0.01%
561
331
$22K 0.01%
543
332
$21K 0.01%
242
+33
333
$21K 0.01%
833
334
$20K 0.01%
+387
335
$20K 0.01%
500
336
$20K 0.01%
680
337
$20K 0.01%
80
338
$20K 0.01%
210
339
$19K 0.01%
1,021
340
$19K 0.01%
351
341
$19K 0.01%
800
342
$19K 0.01%
275
343
$18K 0.01%
1,571
+62
344
$18K 0.01%
744
345
$18K 0.01%
263
346
$18K 0.01%
948
+636
347
$18K 0.01%
443
348
$17K 0.01%
165
349
$17K 0.01%
77
-6
350
$17K 0.01%
183