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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
51
$336K 0.12%
7,550
+3
52
$325K 0.12%
2,873
+1
53
$310K 0.12%
1,337
+3
54
$299K 0.11%
+5,893
55
$295K 0.11%
2,373
+2
56
$291K 0.11%
15,000
-3,497
57
$287K 0.11%
842
58
$287K 0.11%
1,016
+2
59
$284K 0.11%
1,830
60
$278K 0.1%
+626
61
$273K 0.1%
4,805
62
$273K 0.1%
2,647
63
$270K 0.1%
4,319
-276
64
$262K 0.1%
10,288
+17
65
$259K 0.1%
1,198
+81
66
$257K 0.1%
4,530
+2
67
$251K 0.09%
1,547
68
$250K 0.09%
2,182
69
$250K 0.09%
3,024
-182
70
$248K 0.09%
20,764
+4,190
71
$243K 0.09%
4,791
+24
72
$234K 0.09%
2,074
73
$220K 0.08%
+1,838
74
$217K 0.08%
847
75
$211K 0.08%
+3,127
1 2
3
4