LFG

LifePlan Financial Group Portfolio holdings

AUM $232M
1-Year Est. Return 8.43%
This Fund
S&P 500
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

Top Buys

1
+$1.72M
2
+$1.45M
3
+$1.04M
4
SYE
SPDR MFS Systematic Core Equity ETF of SSgA Active Trust
SYE
+$434K
5
RSPM icon
Invesco S&P 500 Equal Weight Materials ETF
RSPM
+$351K

Top Sells

1
+$1.68M
2
+$621K
3
+$484K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$443K
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$336K

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
451
$6K ﹤0.01%
63
452
$6K ﹤0.01%
88
453
$5K ﹤0.01%
86
454
$5K ﹤0.01%
38
455
$5K ﹤0.01%
103
456
$5K ﹤0.01%
61
457
$5K ﹤0.01%
190
458
$5K ﹤0.01%
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459
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40
460
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40
461
$5K ﹤0.01%
194
+85
462
$5K ﹤0.01%
24
463
$5K ﹤0.01%
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464
$5K ﹤0.01%
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465
$5K ﹤0.01%
35
466
$5K ﹤0.01%
48
467
$4K ﹤0.01%
49
468
$4K ﹤0.01%
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469
$4K ﹤0.01%
50
470
$4K ﹤0.01%
135
471
$4K ﹤0.01%
110
472
$4K ﹤0.01%
125
473
$4K ﹤0.01%
108
474
$4K ﹤0.01%
30
475
$4K ﹤0.01%
19
17 18
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