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
201
$64K 0.04%
+1,370
202
$64K 0.04%
+1,345
203
$63K 0.04%
+3,375
204
$63K 0.04%
+1,041
205
$62K 0.04%
+450
206
$61K 0.04%
+1,965
207
$61K 0.04%
+562
208
$60K 0.04%
+2,048
209
$60K 0.04%
+1,027
210
$60K 0.04%
+914
211
$59K 0.03%
+408
212
$58K 0.03%
+1,280
213
$58K 0.03%
+1,158
214
$57K 0.03%
+824
215
$57K 0.03%
+1,073
216
$54K 0.03%
+391
217
$53K 0.03%
+2,572
218
$53K 0.03%
+4,950
219
$53K 0.03%
+367
220
$52K 0.03%
+149
221
$52K 0.03%
+303
222
$51K 0.03%
+279
223
$50K 0.03%
+478
224
$50K 0.03%
+786
225
$49K 0.03%
+730
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