LFP
Lakeshore Financial Planning Portfolio holdings
AUM
$249M
1-Year Est. Return
12.79%
1 Year Est. Return
+12.79%
AUM
$240M
AUM Growth
+$5.7M
(+2.4%)
Holding
85
Top Buys
| 1 | +$13.6M | |
| 2 | +$10.8M | |
| 3 | +$1.38M | |
| 4 |
Apple
AAPL
|
+$1.22M |
| 5 |
PGIM AAA CLO ETF
PAAA
|
+$1.01M |
Top Sells
| 1 | +$7.66M | |
| 2 | +$5.53M | |
| 3 | +$884K | |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$744K |
| 5 |
JPMorgan Chase
JPM
|
+$511K |
Sector Composition
| 1 | Technology | 7.8% |
| 2 | Financials | 2.44% |
| 3 | Consumer Staples | 1.34% |
| 4 | Consumer Discretionary | 1.06% |
| 5 | Utilities | 0.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Ford
F
$52.3B
| $167K | 0.07% |
16,688
-10,439
|
|
||
77
Rocket Companies
RKT
$46.9B
| $128K | 0.05% |
10,603
-3,393
|
|
||
|
PRHI
78
Presurance Holdings
PRHI
$17.6M
| $5.21K | ﹤0.01% |
10,200
|
|
||
79
Blackrock
BLK
$168B
| – | – |
-260
|
|
||
80
Gentex
GNTX
$5.15B
| – | – |
-8,900
|
|
||
81
Nu Holdings
NU
$77.8B
| – | – |
-10,500
|
|
||
82
Target
TGT
$42.1B
| – | – |
-1,673
|
|
||
83
Tesla
TSLA
$1.52T
| – | – |
-626
|
|
||
84
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.6B
| – | – |
-919
|
|
||
85
Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
$109M
| – | – |
-2,950
|
|