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
401
$6K ﹤0.01%
+91
402
$6K ﹤0.01%
+194
403
$6K ﹤0.01%
+138
404
$6K ﹤0.01%
+49
405
$6K ﹤0.01%
+55
406
$6K ﹤0.01%
+88
407
$6K ﹤0.01%
+100
408
$6K ﹤0.01%
+190
409
$5K ﹤0.01%
+70
410
$5K ﹤0.01%
+108
411
$5K ﹤0.01%
+27
412
$5K ﹤0.01%
+184
413
$5K ﹤0.01%
+79
414
$5K ﹤0.01%
+126
415
$5K ﹤0.01%
+102
416
$5K ﹤0.01%
+38
417
$5K ﹤0.01%
+102
418
$5K ﹤0.01%
+312
419
$5K ﹤0.01%
+75
420
$5K ﹤0.01%
+90
421
$5K ﹤0.01%
+43
422
$5K ﹤0.01%
+35
423
$5K ﹤0.01%
+58
424
$5K ﹤0.01%
+33
425
$4K ﹤0.01%
+37
15 16
17
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