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
101
$261K 0.15%
+2,859
102
$247K 0.14%
6,178
-884
103
$242K 0.14%
10,123
104
$228K 0.13%
3,013
105
$228K 0.13%
+8,345
106
$224K 0.13%
3,542
107
$216K 0.13%
1,079
108
$212K 0.12%
2,397
109
$209K 0.12%
1,830
+70
110
$208K 0.12%
+7,059
111
$208K 0.12%
+7,374
112
$207K 0.12%
+3,360
113
$207K 0.12%
1,343
114
$198K 0.12%
+4,712
115
$190K 0.11%
+5,042
116
$188K 0.11%
3,799
-37
117
$183K 0.11%
+1,674
118
$180K 0.11%
+7,284
119
$175K 0.1%
+4,457
120
$174K 0.1%
+3,476
121
$172K 0.1%
+1,371
122
$171K 0.1%
+3,374
123
$171K 0.1%
+1,130
124
$169K 0.1%
+3,421
125
$168K 0.1%
+2,414
3 4
5
6 7