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
$234M
AUM Growth
+$7.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$1.76M
3
+$509K
4
PFE icon
Pfizer
PFE
+$327K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$263K

Top Sells

1
+$3.39M
2
+$356K
3
+$319K
4
CCCS icon
CCC Intelligent Solutions
CCCS
+$196K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$132K

Sector Composition

1 Technology 8.4%
2 Financials 3.02%
3 Consumer Staples 1.46%
4 Consumer Discretionary 1.37%
5 Utilities 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$204K 0.09%
2,950
77
$158K 0.07%
13,996
+2,500
78
$109K 0.05%
+10,500
79
$11.9K 0.01%
10,200
80
– –
-360
1 2 3
4