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LFP

Lakeshore Financial Planning Portfolio holdings

AUM $276M
1-Year Est. Return 13.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$269M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$321K
3
+$312K
4
PSH icon
PGIM Short Duration High Yield ETF
PSH
+$298K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$297K

Top Sells

1
+$830K
2
+$277K
3
+$210K
4
IYW icon
iShares US Technology ETF
IYW
+$176K
5
NVDA icon
NVIDIA
NVDA
+$170K

Sector Composition

1 Technology 8.79%
2 Financials 2.62%
3 Consumer Staples 1.18%
4 Consumer Discretionary 1.06%
5 Communication Services 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$860K 0.32%
32,565
-3,950
27
$813K 0.3%
5,748
+1
28
$779K 0.29%
8,224
+53
29
$740K 0.27%
2,435
-10
30
$725K 0.27%
10,930
-387
31
$710K 0.26%
1,752
+110
32
$629K 0.23%
12,196
-911
33
$607K 0.23%
997
34
$603K 0.22%
2,748
35
$602K 0.22%
7,480
+3,875
36
$596K 0.22%
894
-65
37
$567K 0.21%
6,068
38
$566K 0.21%
2,013
39
$521K 0.19%
562
40
$483K 0.18%
7,042
+46
41
$436K 0.16%
867
42
$435K 0.16%
1,970
+1
43
$434K 0.16%
2,824
-113
44
$434K 0.16%
591
-64
45
$412K 0.15%
3,516
-60
46
$394K 0.15%
2,124
-87
47
$368K 0.14%
2,328
48
$365K 0.14%
3,266
-345
49
$355K 0.13%
3,940
+5
50
$346K 0.13%
435
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