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
$171M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$5.02M
2
+$4M
3
+$1.42M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.2M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$1.07M

Top Sells

1
+$4.78M
2
+$3.61M
3
+$3.38M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.57M
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%
+55
427
$4K ﹤0.01%
+171
428
$4K ﹤0.01%
+40
429
$4K ﹤0.01%
+27
430
$4K ﹤0.01%
+29
431
$4K ﹤0.01%
+49
432
$4K ﹤0.01%
+43
433
$4K ﹤0.01%
+83
434
$4K ﹤0.01%
+24
435
$4K ﹤0.01%
+61
436
$4K ﹤0.01%
+96
437
$4K ﹤0.01%
+82
438
$4K ﹤0.01%
+80
439
$3K ﹤0.01%
+43
440
$3K ﹤0.01%
+18
441
$3K ﹤0.01%
+23
442
$3K ﹤0.01%
+72
443
$3K ﹤0.01%
+110
444
$3K ﹤0.01%
+29
445
$3K ﹤0.01%
+32
446
$3K ﹤0.01%
+42
447
$3K ﹤0.01%
+70
448
$3K ﹤0.01%
+50
449
$3K ﹤0.01%
+19
450
$3K ﹤0.01%
+41
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