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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
476
$4K ﹤0.01%
80
477
$4K ﹤0.01%
+26
478
$4K ﹤0.01%
60
+18
479
$4K ﹤0.01%
111
+50
480
$3K ﹤0.01%
+89
481
$3K ﹤0.01%
43
482
$3K ﹤0.01%
+116
483
$3K ﹤0.01%
19
484
$3K ﹤0.01%
16
485
$3K ﹤0.01%
25
486
$3K ﹤0.01%
68
-27
487
$3K ﹤0.01%
1,250
488
$3K ﹤0.01%
170
489
$3K ﹤0.01%
129
490
$3K ﹤0.01%
168
491
$3K ﹤0.01%
82
492
$3K ﹤0.01%
35
493
$3K ﹤0.01%
165
494
$3K ﹤0.01%
23
495
$3K ﹤0.01%
+52
496
$3K ﹤0.01%
55
497
$3K ﹤0.01%
477
498
$3K ﹤0.01%
128
499
$3K ﹤0.01%
50
500
$3K ﹤0.01%
110
18 19
20
21 22