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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
$160M
AUM Growth
-$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
580
New
Increased
Reduced
Closed

Top Buys

1
+$769K
2
+$491K
3
+$378K
4
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
+$249K
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$169K

Top Sells

1
+$1.12M
2
+$686K
3
+$677K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$204K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$171K

Sector Composition

1 Utilities 2.22%
2 Consumer Staples 1.77%
3 Financials 1.49%
4 Industrials 1.07%
5 Consumer Discretionary 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$3K ﹤0.01%
39
477
$3K ﹤0.01%
50
478
$3K ﹤0.01%
110
+8
479
$3K ﹤0.01%
75
480
$3K ﹤0.01%
50
481
$3K ﹤0.01%
78
482
$3K ﹤0.01%
53
483
$3K ﹤0.01%
55
484
$3K ﹤0.01%
82
485
$3K ﹤0.01%
1,441
486
$3K ﹤0.01%
30
487
$3K ﹤0.01%
25
488
$3K ﹤0.01%
43
489
$3K ﹤0.01%
52
490
$3K ﹤0.01%
48
491
$2K ﹤0.01%
37
492
$2K ﹤0.01%
106
493
$2K ﹤0.01%
90
+2
494
$2K ﹤0.01%
90
495
$2K ﹤0.01%
77
496
$2K ﹤0.01%
10
497
$2K ﹤0.01%
72
498
$2K ﹤0.01%
25
499
$2K ﹤0.01%
4
-12
500
$2K ﹤0.01%
16
18 19
20
21 22