LFG
LifePlan Financial Group Portfolio holdings
AUM
$232M
1-Year Return
8.43%
This Quarter Return
+5.57%
1 Year Return
+8.43%
3 Year Return
+20.19%
5 Year Return
+48.2%
10 Year Return
–
AUM
$232M
AUM Growth
+$12.9M
(+5.9%)
Cap. Flow
+$1.57M
Cap. Flow
% of AUM
0.68%
Top 10 Holdings %
Top 10 Hldgs %
32.2%
Holding
615
New
21
Increased
100
Reduced
82
Closed
19
Top Buys
Top Sells
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$698K |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$586K |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$416K |
| 4 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
$365K |
| 5 |
Vanguard Growth ETF
VUG
|
$319K |
Sector Composition
| 1 | Utilities | 1.79% |
| 2 | Consumer Staples | 1.53% |
| 3 | Technology | 1.08% |
| 4 | Financials | 1.02% |
| 5 | Consumer Discretionary | 0.88% |
