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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
$160M
AUM Growth
-$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
580
New
Increased
Reduced
Closed

Top Buys

1
+$769K
2
+$491K
3
+$378K
4
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
+$249K
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$169K

Top Sells

1
+$1.12M
2
+$686K
3
+$677K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$204K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$171K

Sector Composition

1 Utilities 2.22%
2 Consumer Staples 1.77%
3 Financials 1.49%
4 Industrials 1.07%
5 Consumer Discretionary 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$2K ﹤0.01%
32
502
$2K ﹤0.01%
91
-76
503
$2K ﹤0.01%
168
504
$2K ﹤0.01%
40
505
$2K ﹤0.01%
33
506
$2K ﹤0.01%
37
507
$2K ﹤0.01%
43
508
$2K ﹤0.01%
42
509
$2K ﹤0.01%
22
510
$1K ﹤0.01%
63
-839
511
$1K ﹤0.01%
17
512
$1K ﹤0.01%
50
513
$1K ﹤0.01%
19
514
$1K ﹤0.01%
100
515
$1K ﹤0.01%
33
516
$1K ﹤0.01%
33
517
$1K ﹤0.01%
57
518
$1K ﹤0.01%
35
-1
519
$1K ﹤0.01%
67
520
$1K ﹤0.01%
18
-225
521
$1K ﹤0.01%
3
522
$1K ﹤0.01%
35
523
$1K ﹤0.01%
14
524
$1K ﹤0.01%
33
525
$1K ﹤0.01%
60
19 20
21
22 23