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LFP
Lakeshore Financial Planning Portfolio holdings
AUM
$276M
1-Year Est. Return
13.43%
This Fund
S&P 500
1 Year Est. Return
+13.43%
AUM
$276M
AUM Growth
-$4.02M
(-1.4%)
Holding
93
Top Buys
| 1 | +$15M | |
| 2 | +$1.07M | |
| 3 | +$597K | |
| 4 |
PGIM Ultra Short Bond ETF
PULS
|
+$576K |
| 5 |
Robinhood
HOOD
|
+$540K |
Top Sells
| 1 | +$8.57M | |
| 2 | +$3.84M | |
| 3 | +$562K | |
| 4 |
Rocket Companies
RKT
|
+$533K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
KLA
KLAC
$320B
| $222K | 0.08% |
+151
|
|
||
77
iShares Russell 1000 Value ETF
IWD
$77.1B
| $220K | 0.08% |
1,028
-1
|
|
||
78
Tractor Supply
TSCO
$16B
| $218K | 0.08% |
4,805
|
|
||
79
Kimberly-Clark
KMB
$34.4B
| $211K | 0.08% |
2,187
-140
|
|
||
80
Walt Disney
DIS
$177B
| $211K | 0.08% |
2,186
+1
|
|
||
81
Mondelez International
MDLZ
$79B
| $210K | 0.08% |
3,649
-126
|
|
||
82
Starbucks
SBUX
$115B
| $210K | 0.08% |
+2,340
|
|
||
|
SPYM
83
State Street SPDR Portfolio S&P 500 ETF
SPYM
$140B
| $208K | 0.08% |
2,713
|
|
||
84
Target
TGT
$59.8B
| $206K | 0.07% |
+1,701
|
|
||
85
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.6B
| $201K | 0.07% |
1,840
|
|
||
86
American Express
AXP
$236B
| – | – |
-606
|
|
||
|
CMA
87
DELISTED
Comerica
CMA
| – | – |
-6,461
|
|
||
|
PRHI
88
Presurance Holdings
PRHI
$18.2M
| – | – |
-10,200
|
|
||
89
iShares Core S&P US Growth ETF
IUSG
$31.9B
| – | – |
-1,265
|
|
||
90
Mastercard
MA
$442B
| – | – |
-371
|
|
||
91
iShares National Muni Bond ETF
MUB
$45.3B
| – | – |
-1,892
|
|
||
|
92
Rocket Companies
RKT
$40.2B
| – | – |
-27,527
|
|
||
93
UnitedHealth
UNH
$370B
| – | – |
-614
|
|