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LFP

Lakeshore Financial Planning Portfolio holdings

AUM $276M
1-Year Est. Return 13.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$269M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$321K
3
+$312K
4
PSH icon
PGIM Short Duration High Yield ETF
PSH
+$298K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$297K

Top Sells

1
+$830K
2
+$277K
3
+$210K
4
IYW icon
iShares US Technology ETF
IYW
+$176K
5
NVDA icon
NVIDIA
NVDA
+$170K

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
$209K 0.08%
1,967
-202
77
$209K 0.08%
+1,027
78
$208K 0.08%
+1,265
79
$208K 0.08%
+1,477
80
$205K 0.08%
592
-70
81
$203K 0.08%
4,629
82
$12.4K ﹤0.01%
10,200
83
$12K ﹤0.01%
+10,000
84
– –
-355
85
– –
-2,297
1 2 3
4