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
$157M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Utilities 1.78%
2 Consumer Staples 1.61%
3 Industrials 1.13%
4 Financials 0.77%
5 Energy 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$375K 0.24%
4,876
77
$374K 0.24%
2,388
78
$363K 0.23%
5,731
79
$355K 0.23%
2,349
80
$352K 0.22%
2,581
81
$349K 0.22%
6,843
82
$334K 0.21%
3,114
83
$332K 0.21%
3,864
84
$332K 0.21%
2,661
85
$322K 0.21%
5,134
86
$313K 0.2%
3,342
87
$312K 0.2%
5,167
88
$304K 0.19%
5,574
89
$303K 0.19%
11,592
90
$298K 0.19%
8,320
91
$296K 0.19%
6,099
92
$290K 0.18%
7,815
93
$290K 0.18%
6,980
94
$278K 0.18%
1,092
95
$271K 0.17%
7,062
96
$268K 0.17%
4,756
97
$261K 0.17%
2,384
98
$259K 0.16%
10,123
99
$250K 0.16%
3,836
100
$235K 0.15%
3,169
1 2 3
4
5