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
$90.1M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.44%
2 Consumer Staples 1.36%
3 Healthcare 1.28%
4 Financials 1.01%
5 Industrials 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$0 ﹤0.01%
+6
202
$0 ﹤0.01%
+20
203
$0 ﹤0.01%
+1
204
$0 ﹤0.01%
+1
205
$0 ﹤0.01%
+2
206
$0 ﹤0.01%
+1
207
$0 ﹤0.01%
+1
208
$0 ﹤0.01%
+1
209
$0 ﹤0.01%
+1
210
$0 ﹤0.01%
+14
211
$0 ﹤0.01%
+95
212
$0 ﹤0.01%
+73
213
$0 ﹤0.01%
+27
214
$0 ﹤0.01%
+46