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
$171M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$5.02M
2
+$4M
3
+$1.42M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.2M
5
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$1.07M

Top Sells

1
+$4.78M
2
+$3.61M
3
+$3.38M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.57M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.32M

Sector Composition

1 Utilities 2.18%
2 Consumer Staples 1.68%
3 Financials 1.59%
4 Industrials 1.24%
5 Consumer Discretionary 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$370K 0.22%
2,868
+1,123
77
$360K 0.21%
2,347
-2
78
$359K 0.21%
2,711
+130
79
$358K 0.21%
1,092
80
$356K 0.21%
12,641
+10
81
$349K 0.2%
20,393
-5,001
82
$346K 0.2%
6,785
-58
83
$345K 0.2%
13,593
-2,568
84
$329K 0.19%
4,876
85
$327K 0.19%
7,172
-15,128
86
$320K 0.19%
3,056
-58
87
$310K 0.18%
5,574
88
$309K 0.18%
7,815
89
$307K 0.18%
4,928
-803
90
$306K 0.18%
3,314
-28
91
$304K 0.18%
5,167
92
$303K 0.18%
3,931
+762
93
$301K 0.18%
2,471
-190
94
$288K 0.17%
5,468
-631
95
$285K 0.17%
6,980
96
$285K 0.17%
4,545
-589
97
$275K 0.16%
9,585
-2,007
98
$274K 0.16%
3,246
-618
99
$271K 0.16%
2,384
100
$270K 0.16%
4,756
2 3
4
5 6