LF
LifePlan Financial Portfolio holdings
AUM
$121M
This Quarter Return
+9.37%
1 Year Return
+13.53%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$99.8M
AUM Growth
–
Cap. Flow
+$99.8M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
40.33%
Holding
89
New
89
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Gold Trust
IAU
|
$7.52M |
| 2 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$7.11M |
| 3 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$4.74M |
| 4 |
Materials Select Sector SPDR Fund
XLB
|
$4.27M |
| 5 |
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
|
$3.79M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 11.26% |
| 2 | Financials | 5.44% |
| 3 | Healthcare | 5.27% |
| 4 | Consumer Discretionary | 4.47% |
| 5 | Communication Services | 3.85% |
