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
$147M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Staples 1.13%
2 Financials 1.05%
3 Technology 1.02%
4 Healthcare 0.96%
5 Utilities 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$24K 0.02%
686
127
$24K 0.02%
900
128
$23K 0.02%
788
-2,038
129
$22K 0.02%
555
130
$22K 0.02%
288
131
$22K 0.02%
692
132
$21K 0.01%
810
133
$21K 0.01%
275
134
$21K 0.01%
+202
135
$21K 0.01%
394
-1,486
136
$21K 0.01%
370
137
$20K 0.01%
730
138
$20K 0.01%
543
139
$19K 0.01%
195
140
$19K 0.01%
375
141
$17K 0.01%
753
142
$17K 0.01%
149
143
$17K 0.01%
+408
144
$16K 0.01%
263
145
$14K 0.01%
280
146
$14K 0.01%
163
147
$14K 0.01%
665
+55
148
$13K 0.01%
351
149
$13K 0.01%
142
150
$12K 0.01%
300