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
$179M
AUM Growth
+$7.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Sector Composition

1 Utilities 2.04%
2 Financials 1.61%
3 Consumer Staples 1.54%
4 Industrials 1.17%
5 Consumer Discretionary 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$7K ﹤0.01%
273
402
$7K ﹤0.01%
126
403
$7K ﹤0.01%
230
404
$7K ﹤0.01%
+160
405
$7K ﹤0.01%
141
406
$7K ﹤0.01%
+90
407
$7K ﹤0.01%
272
408
$7K ﹤0.01%
67
409
$7K ﹤0.01%
62
410
$7K ﹤0.01%
60
411
$7K ﹤0.01%
1,441
412
$7K ﹤0.01%
100
413
$6K ﹤0.01%
32
+14
414
$6K ﹤0.01%
27
415
$6K ﹤0.01%
115
416
$6K ﹤0.01%
37
417
$6K ﹤0.01%
+98
418
$6K ﹤0.01%
194
419
$6K ﹤0.01%
312
420
$6K ﹤0.01%
138
421
$6K ﹤0.01%
49
422
$6K ﹤0.01%
55
423
$6K ﹤0.01%
43
424
$6K ﹤0.01%
88
425
$5K ﹤0.01%
70