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
$207M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Sector Composition

1 Utilities 1.97%
2 Consumer Staples 1.53%
3 Financials 1.3%
4 Industrials 0.98%
5 Consumer Discretionary 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$7K ﹤0.01%
27
427
$7K ﹤0.01%
273
428
$7K ﹤0.01%
42
429
$7K ﹤0.01%
336
+16
430
$7K ﹤0.01%
190
-780
431
$7K ﹤0.01%
62
432
$7K ﹤0.01%
71
433
$7K ﹤0.01%
43
434
$6K ﹤0.01%
114
435
$6K ﹤0.01%
63
436
$6K ﹤0.01%
+6
437
$6K ﹤0.01%
32
438
$6K ﹤0.01%
70
439
$6K ﹤0.01%
246
-1,532
440
$6K ﹤0.01%
55
441
$6K ﹤0.01%
184
442
$6K ﹤0.01%
91
443
$6K ﹤0.01%
230
444
$6K ﹤0.01%
59
445
$6K ﹤0.01%
141
446
$6K ﹤0.01%
194
447
$6K ﹤0.01%
150
448
$6K ﹤0.01%
49
449
$6K ﹤0.01%
88
450
$6K ﹤0.01%
33