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
176
$89K 0.05%
+1,536
177
$87K 0.05%
+2,804
178
$85K 0.05%
+1,736
179
$84K 0.05%
+4,115
180
$82K 0.05%
1,408
-9,748
181
$81K 0.05%
+1,760
182
$81K 0.05%
+2,062
183
$80K 0.05%
+1,609
184
$80K 0.05%
+1,525
185
$79K 0.05%
+1,563
186
$79K 0.05%
+3,796
187
$78K 0.05%
+914
188
$78K 0.05%
+1,741
189
$78K 0.05%
+1,575
190
$75K 0.04%
+1,199
191
$75K 0.04%
+7,176
192
$75K 0.04%
+1,450
193
$74K 0.04%
+1,115
194
$72K 0.04%
+751
195
$71K 0.04%
+2,515
196
$69K 0.04%
+752
197
$69K 0.04%
+824
198
$67K 0.04%
+817
199
$65K 0.04%
+426
200
$64K 0.04%
+2,530
6 7
8
9 10