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
$179M
AUM Growth
+$7.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Sector Composition

1 Utilities 2.04%
2 Financials 1.61%
3 Consumer Staples 1.54%
4 Industrials 1.17%
5 Consumer Discretionary 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$2K ﹤0.01%
1
477
$2K ﹤0.01%
50
478
$2K ﹤0.01%
48
479
$2K ﹤0.01%
33
480
$2K ﹤0.01%
33
481
$2K ﹤0.01%
30
482
$2K ﹤0.01%
33
483
$2K ﹤0.01%
37
484
$2K ﹤0.01%
22
485
$2K ﹤0.01%
100
486
$2K ﹤0.01%
+36
487
$2K ﹤0.01%
43
488
$2K ﹤0.01%
42
489
$2K ﹤0.01%
+37
490
$2K ﹤0.01%
+80
491
$2K ﹤0.01%
17
492
$2K ﹤0.01%
58
493
$2K ﹤0.01%
13
494
$2K ﹤0.01%
9
495
$2K ﹤0.01%
10
496
$1K ﹤0.01%
17
+10
497
$1K ﹤0.01%
19
498
$1K ﹤0.01%
30
499
$1K ﹤0.01%
100
500
$1K ﹤0.01%
+27