LFP
Lakeshore Financial Planning Portfolio holdings
AUM
$249M
1-Year Est. Return
12.79%
1 Year Est. Return
+12.79%
AUM
$249M
AUM Growth
+$8.72M
(+3.6%)
Holding
79
Top Buys
| 1 | +$2.47M | |
| 2 | +$1.89M | |
| 3 | +$1.04M | |
| 4 |
Vanguard Health Care ETF
VHT
|
+$540K |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
+$447K |
Top Sells
| 1 | +$4.24M | |
| 2 | +$3.32M | |
| 3 | +$2.79M | |
| 4 |
Dimensional US Targeted Value ETF
DFAT
|
+$327K |
| 5 |
SoFi Technologies
SOFI
|
+$313K |
Sector Composition
| 1 | Technology | 8.64% |
| 2 | Financials | 2.6% |
| 3 | Consumer Staples | 1.2% |
| 4 | Consumer Discretionary | 1.03% |
| 5 | Utilities | 0.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Ford
F
$52B
| $180K | 0.07% |
16,574
-114
|
|
||
|
PRHI
77
Presurance Holdings
PRHI
$17.4M
| $7.39K | ﹤0.01% |
10,200
|
|
||
78
NextEra Energy
NEE
$170B
| – | – |
-2,968
|
|
||
79
PepsiCo
PEP
$200B
| – | – |
-1,444
|
|