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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
526
$1K ﹤0.01%
+49
527
$1K ﹤0.01%
22
528
$1K ﹤0.01%
10
529
$1K ﹤0.01%
17
530
$1K ﹤0.01%
62
531
$1K ﹤0.01%
58
532
$1K ﹤0.01%
25
533
$1K ﹤0.01%
8
534
$1K ﹤0.01%
13
535
$1K ﹤0.01%
+72
536
$1K ﹤0.01%
27
537
$1K ﹤0.01%
39
-3,547
538
– –
-23
539
– –
-2
540
$0 ﹤0.01%
1
541
– –
-56
542
– –
-20
543
$0 ﹤0.01%
30
544
– –
-48
545
– –
-171
546
$0 ﹤0.01%
20
547
– –
-9
548
– –
-115
549
– –
0
550
$0 ﹤0.01%
9
20 21
22
23 24