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
$207M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Sector Composition

1 Utilities 1.97%
2 Consumer Staples 1.53%
3 Financials 1.3%
4 Industrials 0.98%
5 Consumer Discretionary 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$10K ﹤0.01%
280
402
$10K ﹤0.01%
303
403
$10K ﹤0.01%
90
404
$10K ﹤0.01%
202
405
$10K ﹤0.01%
172
406
$9K ﹤0.01%
80
407
$9K ﹤0.01%
246
408
$9K ﹤0.01%
920
409
$9K ﹤0.01%
362
-231
410
$9K ﹤0.01%
160
411
$9K ﹤0.01%
494
412
$9K ﹤0.01%
96
413
$9K ﹤0.01%
340
+314
414
$9K ﹤0.01%
221
415
$8K ﹤0.01%
52
416
$8K ﹤0.01%
+261
417
$8K ﹤0.01%
64
-40
418
$8K ﹤0.01%
400
419
$8K ﹤0.01%
98
420
$8K ﹤0.01%
67
421
$8K ﹤0.01%
+273
422
$8K ﹤0.01%
58
423
$7K ﹤0.01%
6
424
$7K ﹤0.01%
19
425
$7K ﹤0.01%
74