LFG
LifePlan Financial Group Portfolio holdings
AUM
$232M
1-Year Return
8.43%
This Quarter Return
+3.09%
1 Year Return
+8.43%
3 Year Return
+20.19%
5 Year Return
+48.2%
10 Year Return
–
AUM
$141M
AUM Growth
+$3.13M
(+2.3%)
Cap. Flow
-$857K
Cap. Flow
% of AUM
-0.61%
Top 10 Holdings %
Top 10 Hldgs %
38.12%
Holding
90
New
3
Increased
24
Reduced
41
Closed
–
Top Buys
| 1 |
Vanguard Total International Bond ETF
BNDX
|
$407K |
| 2 |
Invesco S&P 500 Equal Weight Technology ETF
RSPT
|
$351K |
| 3 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$229K |
| 4 |
Vanguard Growth ETF
VUG
|
$225K |
| 5 |
Altria Group
MO
|
$213K |
Top Sells
Sector Composition
| 1 | Consumer Staples | 1.77% |
| 2 | Utilities | 1.38% |
| 3 | Industrials | 0.96% |
| 4 | Real Estate | 0.68% |
| 5 | Technology | 0.67% |
