LFG
LifePlan Financial Group Portfolio holdings
AUM
$232M
1-Year Return
8.43%
This Quarter Return
+1.84%
1 Year Return
+8.43%
3 Year Return
+20.19%
5 Year Return
+48.2%
10 Year Return
–
AUM
$90.1M
AUM Growth
–
Cap. Flow
+$90.1M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
74.55%
Holding
214
New
212
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 1.44% |
| 2 | Consumer Staples | 1.36% |
| 3 | Healthcare | 1.28% |
| 4 | Financials | 1.01% |
| 5 | Industrials | 0.56% |
