LFP

Lakeshore Financial Planning Portfolio holdings

AUM $249M
1-Year Est. Return 12.79%
This Quarter Est. Return
1 Year Est. Return
+12.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$227M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$6.63M
2
+$2.98M
3
+$1.66M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.27M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$782K

Top Sells

1
+$6.29M
2
+$277K
3
+$262K
4
SYM icon
Symbotic
SYM
+$237K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$230K

Sector Composition

1 Technology 8.57%
2 Financials 2.73%
3 Consumer Staples 1.6%
4 Consumer Discretionary 1.21%
5 Utilities 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$641K 0.28%
3,832
+142
27
$637K 0.28%
1,572
+1
28
$592K 0.26%
668
29
$549K 0.24%
13,829
+77
30
$526K 0.23%
997
31
$518K 0.23%
2,778
+388
32
$507K 0.22%
6,068
33
$506K 0.22%
4,166
+126
34
$501K 0.22%
2,894
+1
35
$456K 0.2%
2,812
+167
36
$447K 0.2%
6,069
37
$441K 0.19%
7,353
+51
38
$425K 0.19%
3,801
+1
39
$424K 0.19%
741
+28
40
$399K 0.18%
867
41
$393K 0.17%
2,669
42
$386K 0.17%
660
+38
43
$377K 0.17%
1,817
44
$349K 0.15%
609
-11
45
$337K 0.15%
2,371
+140
46
$337K 0.15%
2,478
47
$331K 0.15%
882
+72
48
$328K 0.14%
3,918
-104
49
$323K 0.14%
1,897
50
$323K 0.14%
7,542
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