LFP
Lakeshore Financial Planning Portfolio holdings
AUM
$269M
1-Year Est. Return
13.05%
1 Year Est. Return
+13.05%
AUM
$269M
AUM Growth
+$20.6M
(+8.3%)
Holding
85
Top Buys
| 1 | +$4.6M | |
| 2 | +$330K | |
| 3 | +$323K | |
| 4 |
Vanguard Mega Cap Growth ETF
MGK
|
+$312K |
| 5 |
PGIM Short Duration High Yield ETF
PSH
|
+$299K |
Top Sells
| 1 | +$862K | |
| 2 | +$277K | |
| 3 | +$210K | |
| 4 |
iShares US Technology ETF
IYW
|
+$189K |
| 5 |
NVIDIA
NVDA
|
+$182K |
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 | |
|---|---|---|---|---|---|---|
76
iShares National Muni Bond ETF
MUB
$41.5B
| $209K | 0.08% |
1,967
-202
|
|
||
77
iShares Russell 1000 Value ETF
IWD
$69B
| $209K | 0.08% |
+1,027
|
|
||
78
iShares Core S&P US Growth ETF
IUSG
$25.9B
| $208K | 0.08% |
+1,265
|
|
||
79
PepsiCo
PEP
$206B
| $208K | 0.08% |
+1,477
|
|
||
80
UnitedHealth
UNH
$301B
| $205K | 0.08% |
592
-70
|
|
||
81
Verizon
VZ
$172B
| $203K | 0.08% |
4,629
|
|
||
|
PRHI
82
Presurance Holdings
PRHI
$11.4M
| $12.4K | ﹤0.01% |
10,200
|
|
||
|
NAK
83
Northern Dynasty Minerals
NAK
$1.14B
| $12K | ﹤0.01% |
+10,000
|
|
||
84
Eli Lilly
LLY
$934B
| – | – |
-355
|
|
||
85
Starbucks
SBUX
$96.7B
| – | – |
-2,297
|
|