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
126
$166K 0.1%
+1,506
127
$166K 0.1%
6,000
-2,000
128
$164K 0.1%
+2,100
129
$163K 0.1%
+1,626
130
$160K 0.09%
+3,045
131
$156K 0.09%
+3,926
132
$156K 0.09%
+10,310
133
$155K 0.09%
+3,008
134
$153K 0.09%
+3,493
135
$153K 0.09%
+6,415
136
$150K 0.09%
+1,168
137
$149K 0.09%
+2,269
138
$146K 0.09%
+3,356
139
$146K 0.09%
+1,765
140
$135K 0.08%
+2,391
141
$135K 0.08%
2,054
-8,519
142
$130K 0.08%
+801
143
$130K 0.08%
+2,155
144
$126K 0.07%
+2,886
145
$126K 0.07%
+2,412
146
$122K 0.07%
+3,320
147
$121K 0.07%
+1,390
148
$121K 0.07%
+2,326
149
$121K 0.07%
+7,853
150
$120K 0.07%
+1,510
4 5
6
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