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
$185M
AUM Growth
+$5.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Sector Composition

1 Utilities 2.02%
2 Financials 1.7%
3 Consumer Staples 1.57%
4 Industrials 1.19%
5 Consumer Discretionary 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$2K ﹤0.01%
43
502
$2K ﹤0.01%
42
503
$2K ﹤0.01%
37
504
$2K ﹤0.01%
106
+46
505
$2K ﹤0.01%
80
506
$2K ﹤0.01%
+88
507
$2K ﹤0.01%
90
-328
508
$2K ﹤0.01%
17
509
$2K ﹤0.01%
58
510
$2K ﹤0.01%
13
511
$2K ﹤0.01%
9
512
$2K ﹤0.01%
10
513
$1K ﹤0.01%
17
514
$1K ﹤0.01%
19
515
$1K ﹤0.01%
30
516
$1K ﹤0.01%
100
517
$1K ﹤0.01%
+9
518
$1K ﹤0.01%
57
519
$1K ﹤0.01%
36
520
$1K ﹤0.01%
67
521
$1K ﹤0.01%
9
522
$1K ﹤0.01%
3
523
$1K ﹤0.01%
7
524
$1K ﹤0.01%
14
525
$1K ﹤0.01%
33