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
51
$605K 0.56%
23,313
+804
52
$602K 0.55%
11,751
+386
53
$587K 0.54%
2,423
-1
54
$579K 0.53%
5,776
+274
55
$542K 0.5%
+2,572
56
$534K 0.49%
1,616
-2
57
$513K 0.47%
8,752
+233
58
$490K 0.45%
3,022
-39
59
$481K 0.44%
12,380
-28
60
$465K 0.43%
24,348
-541
61
$440K 0.41%
3,495
-92
62
$437K 0.4%
6,373
-402
63
$423K 0.39%
13,875
-11
64
$419K 0.39%
14,987
+6,315
65
$419K 0.39%
5,559
+44
66
$416K 0.38%
6,247
-14
67
$414K 0.38%
6,083
-30
68
$405K 0.37%
1,732
-98
69
$402K 0.37%
+3,773
70
$400K 0.37%
3,840
-282
71
$391K 0.36%
15,557
-18,176
72
$384K 0.35%
5,666
-85
73
$383K 0.35%
1,321
-32
74
$374K 0.34%
5,101
-3,352
75
$352K 0.32%
4,967
-57
1 2
3
4