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
176
$7K ﹤0.01%
287
177
$7K ﹤0.01%
+556
178
$7K ﹤0.01%
86
179
$7K ﹤0.01%
+105
180
$7K ﹤0.01%
36
181
$7K ﹤0.01%
354
182
$7K ﹤0.01%
66
183
$7K ﹤0.01%
100
184
$6K ﹤0.01%
113
185
$6K ﹤0.01%
83
186
$6K ﹤0.01%
+100
187
$6K ﹤0.01%
+400
188
$6K ﹤0.01%
60
189
$6K ﹤0.01%
78
190
$6K ﹤0.01%
174
-145
191
$5K ﹤0.01%
129
192
$5K ﹤0.01%
+200
193
$5K ﹤0.01%
280
194
$5K ﹤0.01%
303
195
$5K ﹤0.01%
+100
196
$5K ﹤0.01%
+88
197
$5K ﹤0.01%
100
198
$5K ﹤0.01%
72
199
$4K ﹤0.01%
+45
200
$4K ﹤0.01%
118