LIA

LifePlan Investment Advisors Portfolio holdings

AUM $201M
1-Year Est. Return 13.4%
This Quarter Est. Return
1 Year Est. Return
+13.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$89.5M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.91%
2 Consumer Discretionary 0.73%
3 Energy 0.48%
4 Industrials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$231K 0.26%
+1,623
52
$221K 0.25%
+2,128