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
$175M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$27.3M
2
+$15.5M
3
+$15.3M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$14.7M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$14.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.37%
2 Consumer Discretionary 2.77%
3 Financials 1.86%
4 Consumer Staples 1.48%
5 Utilities 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$257K 0.15%
+3,773
52
$239K 0.14%
+4,168
53
$234K 0.13%
+4,940
54
$231K 0.13%
+923
55
$219K 0.13%
+824
56
$217K 0.12%
+1,455
57
$206K 0.12%
+3,827
58
$205K 0.12%
+2,246
59
$201K 0.11%
+1,897
60
$200K 0.11%
+1,909
61
$186K 0.11%
+12,402
62
$11.7K 0.01%
+10,200
1 2
3