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
$227M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$6.63M
2
+$2.98M
3
+$1.66M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.27M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$782K

Top Sells

1
+$6.29M
2
+$277K
3
+$262K
4
SYM icon
Symbotic
SYM
+$237K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$230K

Sector Composition

1 Technology 8.57%
2 Financials 2.73%
3 Consumer Staples 1.6%
4 Consumer Discretionary 1.21%
5 Utilities 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,029
77
– –
-6,730
1 2 3
4