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
$198M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$999K
3
+$608K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$335K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$292K

Top Sells

1
+$292K
2
+$229K
3
+$223K
4
AFL icon
Aflac
AFL
+$215K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$127K

Sector Composition

1 Technology 8.21%
2 Financials 2.83%
3 Consumer Staples 1.47%
4 Consumer Discretionary 1.41%
5 Utilities 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$273K 0.14%
810
52
$258K 0.13%
1,911
-1
53
$250K 0.13%
1,426
-34
54
$241K 0.12%
1,324
+4
55
$240K 0.12%
5,003
-1
56
$238K 0.12%
1,896
-1
57
$236K 0.12%
1,318
58
$236K 0.12%
+1,329
59
$230K 0.12%
275
-1
60
$227K 0.11%
847
61
$223K 0.11%
799
62
$218K 0.11%
3,206
63
$212K 0.11%
+1,827
64
$210K 0.11%
+1,592
65
$206K 0.1%
2,252
+2
66
$200K 0.1%
+8,811
67
$182K 0.09%
+12,496
68
$11.5K 0.01%
10,200
69
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