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
$171M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$5.02M
2
+$4M
3
+$1.42M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.2M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$1.07M

Top Sells

1
+$4.78M
2
+$3.61M
3
+$3.38M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.57M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.32M

Sector Composition

1 Utilities 2.18%
2 Consumer Staples 1.68%
3 Financials 1.59%
4 Industrials 1.24%
5 Consumer Discretionary 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1K ﹤0.01%
+78
502
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+22
503
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+3
504
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+7
505
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+13
506
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+62
507
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+58
508
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+25
509
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+8
510
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+13
511
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+10
512
$1K ﹤0.01%
+46
513
$0 ﹤0.01%
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515
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$0 ﹤0.01%
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520
$0 ﹤0.01%
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521
– –
0
522
– –
0
523
– –
0
524
$0 ﹤0.01%
+2
525
$0 ﹤0.01%
+8
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