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
$185M
AUM Growth
+$5.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Sector Composition

1 Utilities 2.02%
2 Financials 1.7%
3 Consumer Staples 1.57%
4 Industrials 1.19%
5 Consumer Discretionary 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$4K ﹤0.01%
108
452
$4K ﹤0.01%
55
453
$4K ﹤0.01%
25
454
$4K ﹤0.01%
23
455
$4K ﹤0.01%
40
456
$4K ﹤0.01%
167
457
$4K ﹤0.01%
29
458
$4K ﹤0.01%
49
459
$4K ﹤0.01%
102
460
$4K ﹤0.01%
56
461
$4K ﹤0.01%
10
462
$4K ﹤0.01%
165
463
$4K ﹤0.01%
50
464
$4K ﹤0.01%
61
465
$4K ﹤0.01%
50
466
$4K ﹤0.01%
78
467
$4K ﹤0.01%
178
468
$4K ﹤0.01%
82
469
$4K ﹤0.01%
48
470
$4K ﹤0.01%
33
471
$3K ﹤0.01%
43
472
$3K ﹤0.01%
23
473
$3K ﹤0.01%
22
474
$3K ﹤0.01%
72
475
$3K ﹤0.01%
110