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

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
326
$24K 0.01%
238
327
$24K 0.01%
765
328
$24K 0.01%
2,395
329
$24K 0.01%
477
330
$23K 0.01%
+752
331
$23K 0.01%
380
332
$23K 0.01%
500
-536
333
$23K 0.01%
833
334
$23K 0.01%
537
335
$23K 0.01%
80
336
$22K 0.01%
193
337
$22K 0.01%
415
-972
338
$22K 0.01%
704
339
$22K 0.01%
195
340
$21K 0.01%
387
+4
341
$21K 0.01%
77
342
$21K 0.01%
680
343
$21K 0.01%
182
344
$20K 0.01%
670
345
$20K 0.01%
771
346
$20K 0.01%
759
347
$20K 0.01%
135
348
$19K 0.01%
1,887
+88
349
$19K 0.01%
624
350
$19K 0.01%
263