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
151
$118K 0.07%
+592
152
$116K 0.07%
+1,756
153
$116K 0.07%
+5,088
154
$115K 0.07%
+2,687
155
$113K 0.07%
+738
156
$112K 0.07%
+1,058
157
$111K 0.06%
+1,412
158
$109K 0.06%
+1,415
159
$109K 0.06%
+3,243
160
$106K 0.06%
+12,246
161
$105K 0.06%
+1,650
162
$104K 0.06%
+3,043
163
$104K 0.06%
+1,143
164
$102K 0.06%
+1,313
165
$102K 0.06%
+387
166
$99K 0.06%
+3,027
167
$98K 0.06%
+5,174
168
$97K 0.06%
+2,094
169
$96K 0.06%
+2,112
170
$96K 0.06%
+3,105
171
$95K 0.06%
+3,000
172
$95K 0.06%
+609
173
$94K 0.05%
+4,676
174
$93K 0.05%
+3,170
175
$92K 0.05%
+1,220
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