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
$185M
AUM Growth
+$5.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Sector Composition

1 Utilities 2.02%
2 Financials 1.7%
3 Consumer Staples 1.57%
4 Industrials 1.19%
5 Consumer Discretionary 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$8K ﹤0.01%
1,250
402
$8K ﹤0.01%
246
403
$8K ﹤0.01%
126
404
$8K ﹤0.01%
143
405
$8K ﹤0.01%
176
+94
406
$8K ﹤0.01%
103
407
$8K ﹤0.01%
90
408
$8K ﹤0.01%
71
+16
409
$8K ﹤0.01%
500
410
$7K ﹤0.01%
32
411
$7K ﹤0.01%
80
412
$7K ﹤0.01%
74
413
$7K ﹤0.01%
273
414
$7K ﹤0.01%
+87
415
$7K ﹤0.01%
230
416
$7K ﹤0.01%
160
417
$7K ﹤0.01%
141
418
$7K ﹤0.01%
98
419
$7K ﹤0.01%
272
420
$7K ﹤0.01%
114
421
$7K ﹤0.01%
67
422
$7K ﹤0.01%
62
423
$7K ﹤0.01%
+146
424
$7K ﹤0.01%
60
425
$7K ﹤0.01%
1,441