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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
501
$3K ﹤0.01%
125
502
$2K ﹤0.01%
61
503
$2K ﹤0.01%
62
504
$2K ﹤0.01%
27
505
$2K ﹤0.01%
43
506
$2K ﹤0.01%
50
507
$2K ﹤0.01%
23
508
$2K ﹤0.01%
106
509
$2K ﹤0.01%
150
510
$2K ﹤0.01%
50
511
$2K ﹤0.01%
25
512
$2K ﹤0.01%
61
513
$2K ﹤0.01%
82
514
$1K ﹤0.01%
39
515
$1K ﹤0.01%
63
516
$1K ﹤0.01%
25
517
$1K ﹤0.01%
9
518
$1K ﹤0.01%
150
519
$1K ﹤0.01%
100
520
$1K ﹤0.01%
+10
521
$1K ﹤0.01%
33
522
$1K ﹤0.01%
33
523
$1K ﹤0.01%
210
+5
524
$1K ﹤0.01%
40
525
$1K ﹤0.01%
108
-62
19 20
21
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