LF

LifePlan Financial Portfolio holdings

AUM $121M
1-Year Est. Return 13.53%
This Quarter Est. Return
1 Year Est. Return
+13.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
-$559K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$989K
2
+$542K
3
+$509K
4
SWKS icon
Skyworks Solutions
SWKS
+$402K
5
RTX icon
RTX Corp
RTX
+$366K

Top Sells

1
+$1.08M
2
+$483K
3
+$457K
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$455K
5
MMM icon
3M
MMM
+$446K

Sector Composition

1 Technology 11.16%
2 Financials 5.35%
3 Healthcare 4.49%
4 Consumer Discretionary 4.08%
5 Communication Services 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.17M 1.07%
36,187
+804
27
$1.16M 1.06%
19,562
+1,251
28
$1.07M 0.99%
14,256
-2,554
29
$1.06M 0.98%
44,198
+4,104
30
$1.05M 0.97%
13,613
+577
31
$999K 0.92%
5,014
-155
32
$984K 0.91%
15,511
-670
33
$971K 0.89%
23,547
+1,349
34
$952K 0.88%
3,931
+74
35
$937K 0.86%
8,509
-648
36
$884K 0.81%
8,805
+3,645
37
$875K 0.81%
5,160
-288
38
$820K 0.76%
17,376
-485
39
$815K 0.75%
3,293
+30
40
$812K 0.75%
37,902
+159
41
$807K 0.74%
3,166
+1,205
42
$798K 0.73%
10,743
-361
43
$793K 0.73%
3,332
-194
44
$757K 0.7%
19,081
-472
45
$753K 0.69%
1,850
-60
46
$751K 0.69%
13,035
+268
47
$717K 0.66%
12,069
-6,183
48
$704K 0.65%
29,670
+724
49
$695K 0.64%
6,038
+1,188
50
$693K 0.64%
26,751
+1,185
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