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
$212M
AUM Growth
+$5.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Sector Composition

1 Utilities 2.09%
2 Consumer Staples 1.58%
3 Financials 1.28%
4 Real Estate 0.94%
5 Industrials 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$8K ﹤0.01%
52
427
$8K ﹤0.01%
27
428
$8K ﹤0.01%
64
429
$8K ﹤0.01%
920
430
$8K ﹤0.01%
273
431
$8K ﹤0.01%
98
432
$8K ﹤0.01%
58
433
$7K ﹤0.01%
74
434
$7K ﹤0.01%
261
435
$7K ﹤0.01%
42
436
$7K ﹤0.01%
230
437
$7K ﹤0.01%
49
438
$7K ﹤0.01%
62
439
$7K ﹤0.01%
43
440
$6K ﹤0.01%
246
441
$6K ﹤0.01%
32
442
$6K ﹤0.01%
70
443
$6K ﹤0.01%
55
444
$6K ﹤0.01%
91
445
$6K ﹤0.01%
400
446
$6K ﹤0.01%
33
-375
447
$6K ﹤0.01%
59
448
$6K ﹤0.01%
141
449
$6K ﹤0.01%
194
450
$6K ﹤0.01%
58
-9