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
101
$231K 0.15%
1,079
102
$228K 0.15%
3,013
103
$226K 0.14%
3,542
104
$224K 0.14%
1,745
105
$216K 0.14%
1,343
106
$211K 0.13%
2,397
107
$207K 0.13%
1,760
108
$176K 0.11%
8,000
109
$12K 0.01%
1,441