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
$160M
AUM Growth
-$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
580
New
Increased
Reduced
Closed

Sector Composition

1 Utilities 2.22%
2 Consumer Staples 1.77%
3 Financials 1.49%
4 Industrials 1.07%
5 Consumer Discretionary 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$6K ﹤0.01%
37
427
$6K ﹤0.01%
143
428
$6K ﹤0.01%
160
429
$6K ﹤0.01%
59
430
$6K ﹤0.01%
141
431
$6K ﹤0.01%
103
432
$6K ﹤0.01%
98
433
$6K ﹤0.01%
67
434
$6K ﹤0.01%
49
435
$6K ﹤0.01%
62
436
$6K ﹤0.01%
43
437
$6K ﹤0.01%
60
438
$6K ﹤0.01%
33
439
$5K ﹤0.01%
70
440
$5K ﹤0.01%
6
441
$5K ﹤0.01%
40
442
$5K ﹤0.01%
19
443
$5K ﹤0.01%
24
444
$5K ﹤0.01%
230
445
$5K ﹤0.01%
194
446
$5K ﹤0.01%
266
+6
447
$5K ﹤0.01%
46
-433
448
$5K ﹤0.01%
138
449
$5K ﹤0.01%
+63
450
$5K ﹤0.01%
35