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
351
$12K 0.01%
+279
352
$12K 0.01%
+127
353
$12K 0.01%
+463
354
$12K 0.01%
+334
355
$12K 0.01%
+418
356
$11K 0.01%
+63
357
$11K 0.01%
+107
358
$11K 0.01%
+314
359
$10K 0.01%
+56
360
$10K 0.01%
+355
361
$10K 0.01%
+130
362
$10K 0.01%
+403
363
$10K 0.01%
+920
364
$10K 0.01%
+182
365
$10K 0.01%
+200
366
$10K 0.01%
+300
367
$10K 0.01%
+272
368
$10K 0.01%
+585
369
$10K 0.01%
+210
370
$10K 0.01%
+500
371
$10K 0.01%
+172
372
$10K 0.01%
1,441
373
$9K 0.01%
+16
374
$9K 0.01%
+104
375
$9K 0.01%
+230
13 14
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