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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
$276M
AUM Growth
-$4.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$1.07M
3
+$597K
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$576K
5
HOOD icon
Robinhood
HOOD
+$540K

Top Sells

1
+$8.57M
2
+$3.84M
3
+$562K
4
RKT icon
Rocket Companies
RKT
+$533K
5
MSFT icon
Microsoft
MSFT
+$341K

Sector Composition

1 Technology 6.97%
2 Financials 2.67%
3 Consumer Staples 1.28%
4 Consumer Discretionary 1.05%
5 Utilities 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VIG icon
51
Vanguard Dividend Appreciation ETF
VIG
$110B
$365K 0.13%
1,695
+451
AFL icon
52
Aflac
AFL
$59.5B
$359K 0.13%
3,270
+1
CCC
53
CCC Intelligent Solutions
CCC
$2.69B
$351K 0.13%
58,520
BAC icon
54
Bank of America
BAC
$409B
$349K 0.13%
7,159
-5,146
META icon
55
Meta Platforms (Facebook)
META
$1.47T
$347K 0.13%
606
CVX icon
56
Chevron
CVX
$357B
$344K 0.12%
1,662
-207
GS icon
57
Goldman Sachs
GS
$330B
$332K 0.12%
392
IWF icon
58
iShares Russell 1000 Growth ETF
IWF
$127B
$331K 0.12%
3,108
DAL icon
59
Delta Air Lines
DAL
$54.7B
$302K 0.11%
4,535
+2
ABBV icon
60
AbbVie
ABBV
$393B
$299K 0.11%
1,373
+2
ORCL icon
61
Oracle
ORCL
$541B
$290K 0.11%
1,972
-901
PFE icon
62
Pfizer
PFE
$149B
$286K 0.1%
10,186
-107
IXUS icon
63
iShares Core MSCI Total International Stock ETF
IXUS
$58.9B
$262K 0.1%
3,024
PM icon
64
Philip Morris
PM
$282B
$256K 0.09%
1,547
PEP icon
65
PepsiCo
PEP
$197B
$249K 0.09%
1,600
+137
NEE icon
66
NextEra Energy
NEE
$179B
$247K 0.09%
2,662
V icon
67
Visa
V
$636B
$245K 0.09%
810
-114
GILD icon
68
Gilead Sciences
GILD
$158B
$244K 0.09%
1,753
-1
VYM icon
69
Vanguard High Dividend Yield ETF
VYM
$79.9B
$239K 0.09%
+1,615
VTIP icon
70
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$18.9B
$235K 0.09%
4,710
-4
GLD icon
71
SPDR Gold Trust
GLD
$142B
$235K 0.09%
547
F icon
72
Ford
F
$57.1B
$235K 0.09%
20,394
+25
IBM icon
73
IBM
IBM
$250B
$235K 0.09%
968
TSLA icon
74
Tesla
TSLA
$1.5T
$233K 0.08%
626
KR icon
75
Kroger
KR
$38.5B
$227K 0.08%
+3,136
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3
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