LF
LifePlan Financial Portfolio holdings
AUM
$121M
1-Year Est. Return
13.53%
1 Year Est. Return
+13.53%
AUM
$115M
AUM Growth
+$1.5M
(+1.3%)
Holding
94
Top Buys
| 1 | +$2.62M | |
| 2 | +$486K | |
| 3 | +$459K | |
| 4 |
Hasbro
HAS
|
+$378K |
| 5 |
Thermo Fisher Scientific
TMO
|
+$352K |
Top Sells
| 1 | +$2.5M | |
| 2 | +$421K | |
| 3 | +$376K | |
| 4 |
Veeva Systems
VEEV
|
+$364K |
| 5 |
Corning
GLW
|
+$330K |
Sector Composition
| 1 | Technology | 9.74% |
| 2 | Healthcare | 5.38% |
| 3 | Financials | 5.08% |
| 4 | Consumer Discretionary | 4% |
| 5 | Communication Services | 3.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Lockheed Martin
LMT
$106B
| $340K | 0.3% |
+760
|
|
||
77
Kenvue
KVUE
$32.3B
| $335K | 0.29% |
13,981
-222
|
|
||
78
Pfizer
PFE
$139B
| $335K | 0.29% |
13,229
-543
|
|
||
79
Mondelez International
MDLZ
$73.8B
| $333K | 0.29% |
+4,907
|
|
||
80
Caterpillar
CAT
$264B
| $290K | 0.25% |
+879
|
|
||
81
Equifax
EFX
$25.4B
| $281K | 0.25% |
1,154
-190
|
|
||
82
American Tower
AMT
$83.3B
| $264K | 0.23% |
+1,211
|
|
||
83
Truist Financial
TFC
$57.2B
| $253K | 0.22% |
6,159
-41
|
|
||
84
Wells Fargo
WFC
$270B
| $253K | 0.22% |
3,520
-1,096
|
|
||
85
Cigna
CI
$70.7B
| $234K | 0.2% |
713
-150
|
|
||
86
Crown Castle
CCI
$39B
| $233K | 0.2% |
2,231
-151
|
|
||
87
Skyworks Solutions
SWKS
$10.3B
| $232K | 0.2% |
3,594
-47
|
|
||
88
Capital One
COF
$138B
| $210K | 0.18% |
1,174
-62
|
|
||
|
89
Corning
GLW
$73.3B
| $208K | 0.18% |
4,543
-7,217
|
|
||
90
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$2.93B
| – | – |
-109,647
|
|
||
91
iShares Core S&P Small-Cap ETF
IJR
$85B
| – | – |
-1,963
|
|
||
92
CarMax
KMX
$4.75B
| – | – |
-4,601
|
|
||
93
TransUnion
TRU
$15.6B
| – | – |
-3,142
|
|
||
|
94
Veeva Systems
VEEV
$48.3B
| – | – |
-1,731
|
|