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
$225M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Sector Composition

1 Utilities 2.04%
2 Consumer Staples 1.49%
3 Financials 1.24%
4 Industrials 0.89%
5 Technology 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$12K 0.01%
444
-1,080
402
$11K ﹤0.01%
52
403
$11K ﹤0.01%
355
404
$11K ﹤0.01%
550
405
$11K ﹤0.01%
122
406
$11K ﹤0.01%
285
407
$11K ﹤0.01%
202
408
$11K ﹤0.01%
172
409
$11K ﹤0.01%
800
410
$11K ﹤0.01%
75
411
$10K ﹤0.01%
80
412
$10K ﹤0.01%
95
+21
413
$10K ﹤0.01%
155
-300
414
$10K ﹤0.01%
246
415
$10K ﹤0.01%
270
416
$10K ﹤0.01%
494
417
$10K ﹤0.01%
90
418
$9K ﹤0.01%
58
419
$9K ﹤0.01%
6
420
$9K ﹤0.01%
64
421
$9K ﹤0.01%
280
422
$9K ﹤0.01%
920
423
$9K ﹤0.01%
303
424
$9K ﹤0.01%
362
425
$9K ﹤0.01%
160