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
$212M
AUM Growth
+$5.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Sector Composition

1 Utilities 2.09%
2 Consumer Staples 1.58%
3 Financials 1.28%
4 Real Estate 0.94%
5 Industrials 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$11K 0.01%
240
402
$11K 0.01%
+331
403
$11K 0.01%
272
404
$11K 0.01%
+550
405
$11K 0.01%
122
406
$11K 0.01%
53
407
$10K ﹤0.01%
80
408
$10K ﹤0.01%
355
409
$10K ﹤0.01%
280
410
$10K ﹤0.01%
285
+147
411
$10K ﹤0.01%
202
412
$10K ﹤0.01%
63
-22
413
$10K ﹤0.01%
172
414
$10K ﹤0.01%
800
415
$9K ﹤0.01%
362
416
$9K ﹤0.01%
160
417
$9K ﹤0.01%
494
418
$9K ﹤0.01%
246
419
$9K ﹤0.01%
270
+86
420
$9K ﹤0.01%
303
421
$9K ﹤0.01%
90
422
$9K ﹤0.01%
340
423
$9K ﹤0.01%
71
424
$9K ﹤0.01%
75
425
$8K ﹤0.01%
6