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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
$185M
AUM Growth
-$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$1.69M
3
+$762K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$733K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$480K

Top Sells

1
+$1.06M
2
+$1.03M
3
+$848K
4
SIZE icon
iShares MSCI USA Size Factor ETF
SIZE
+$746K
5
IXN icon
iShares Global Tech ETF
IXN
+$720K

Sector Composition

1 Utilities 2.18%
2 Consumer Staples 1.55%
3 Financials 0.98%
4 Technology 0.93%
5 Industrials 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$5K ﹤0.01%
38
452
$5K ﹤0.01%
141
453
$5K ﹤0.01%
250
454
$5K ﹤0.01%
134
455
$5K ﹤0.01%
35
456
$5K ﹤0.01%
88
457
$5K ﹤0.01%
+22
458
$5K ﹤0.01%
+265
459
$5K ﹤0.01%
61
460
$5K ﹤0.01%
22
461
$4K ﹤0.01%
22
462
$4K ﹤0.01%
21
463
$4K ﹤0.01%
30
464
$4K ﹤0.01%
55
465
$4K ﹤0.01%
920
466
$4K ﹤0.01%
24
467
$4K ﹤0.01%
49
468
$4K ﹤0.01%
143
469
$4K ﹤0.01%
+101
470
$4K ﹤0.01%
49
471
$4K ﹤0.01%
100
472
$4K ﹤0.01%
194
473
$4K ﹤0.01%
63
474
$4K ﹤0.01%
147
-43
475
$4K ﹤0.01%
78
17 18
19
20 21