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
451
$3K ﹤0.01%
+65
452
$3K ﹤0.01%
+100
453
$3K ﹤0.01%
+165
454
$3K ﹤0.01%
+50
455
$3K ﹤0.01%
+102
456
$3K ﹤0.01%
+92
457
$3K ﹤0.01%
+53
458
$2K ﹤0.01%
+100
459
$2K ﹤0.01%
+1
460
$2K ﹤0.01%
+11
461
$2K ﹤0.01%
+50
462
$2K ﹤0.01%
+44
463
$2K ﹤0.01%
+48
464
$2K ﹤0.01%
+16
465
$2K ﹤0.01%
+33
466
$2K ﹤0.01%
+33
467
$2K ﹤0.01%
+40
468
$2K ﹤0.01%
+33
469
$2K ﹤0.01%
+37
470
$2K ﹤0.01%
+22
471
$2K ﹤0.01%
+100
472
$2K ﹤0.01%
+100
473
$2K ﹤0.01%
+43
474
$2K ﹤0.01%
+42
475
$2K ﹤0.01%
+25
17 18
19
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