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LFG

LifePlan Financial Group Portfolio holdings

AUM $232M
1-Year Est. Return 8.43%
This Fund
S&P 500
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
-$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$1.69M
3
+$762K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$733K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$480K

Top Sells

1
+$1.06M
2
+$1.03M
3
+$848K
4
SIZE icon
iShares MSCI USA Size Factor ETF
SIZE
+$746K
5
IXN icon
iShares Global Tech ETF
IXN
+$720K

Sector Composition

1 Utilities 2.18%
2 Consumer Staples 1.55%
3 Financials 0.98%
4 Technology 0.93%
5 Industrials 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$15K 0.01%
276
352
$15K 0.01%
415
-84
353
$15K 0.01%
1,536
354
$15K 0.01%
266
+250
355
$15K 0.01%
400
356
$15K 0.01%
185
357
$15K 0.01%
900
358
$14K 0.01%
195
359
$14K 0.01%
+245
360
$14K 0.01%
349
+30
361
$14K 0.01%
158
-35
362
$14K 0.01%
704
363
$13K 0.01%
125
-25
364
$13K 0.01%
126
-2
365
$13K 0.01%
538
366
$13K 0.01%
300
367
$13K 0.01%
686
368
$13K 0.01%
238
369
$13K 0.01%
897
+87
370
$13K 0.01%
861
+9
371
$13K 0.01%
800
372
$13K 0.01%
266
373
$13K 0.01%
648
374
$13K 0.01%
150
375
$13K 0.01%
444
13 14
15
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