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LFG
LifePlan Financial Group Portfolio holdings
AUM
$232M
1-Year Est. Return
8.43%
This Fund
S&P 500
1 Year Est. Return
+8.43%
AUM
$225M
AUM Growth
+$12.3M
(+5.8%)
Holding
593
Top Buys
| 1 | +$3.42M | |
| 2 | +$2.07M | |
| 3 | +$2.02M | |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$389K |
| 5 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$372K |
Top Sells
| 1 | +$1.55M | |
| 2 | +$1.44M | |
| 3 | +$1.23M | |
| 4 |
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
+$1.16M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$617K |
Sector Composition
| 1 | Utilities | 2.04% |
| 2 | Consumer Staples | 1.49% |
| 3 | Financials | 1.24% |
| 4 | Industrials | 0.89% |
| 5 | Technology | 0.88% |