LFG

LifePlan Financial Group Portfolio holdings

AUM $232M
1-Year Est. Return 8.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$5.15M
2
+$4.11M
3
+$1.46M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.21M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$1.06M

Top Sells

1
+$4.96M
2
+$3.68M
3
+$3.49M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.6M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.32M

Sector Composition

1 Utilities 2.18%
2 Consumer Staples 1.68%
3 Financials 1.59%
4 Industrials 1.24%
5 Consumer Discretionary 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$4K ﹤0.01%
+49
427
$4K ﹤0.01%
+43
428
$4K ﹤0.01%
+83
429
$4K ﹤0.01%
+24
430
$4K ﹤0.01%
+61
431
$4K ﹤0.01%
+96
432
$4K ﹤0.01%
+82
433
$4K ﹤0.01%
+37
434
$4K ﹤0.01%
+55
435
$4K ﹤0.01%
+171
436
$4K ﹤0.01%
+40
437
$4K ﹤0.01%
+29
438
$4K ﹤0.01%
+80
439
$3K ﹤0.01%
+53
440
$3K ﹤0.01%
+43
441
$3K ﹤0.01%
+18
442
$3K ﹤0.01%
+23
443
$3K ﹤0.01%
+72
444
$3K ﹤0.01%
+110
445
$3K ﹤0.01%
+29
446
$3K ﹤0.01%
+32
447
$3K ﹤0.01%
+42
448
$3K ﹤0.01%
+70
449
$3K ﹤0.01%
+50
450
$3K ﹤0.01%
+19
16 17
18
19 20