LPP

Life Planning Partners Portfolio holdings

AUM $137M
1-Year Est. Return 12.13%
This Quarter Est. Return
1 Year Est. Return
+12.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$7.55M
3
+$7.5M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.64M
5
IUSB icon
iShares Trust iShares Core Universal USD Bond ETF
IUSB
+$4.81M

Top Sells

No sells this quarter

Sector Composition

1 Financials 1.49%
2 Industrials 1.19%
3 Consumer Discretionary 1.03%
4 Technology 0.61%
5 Consumer Staples 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.28K ﹤0.01%
+184
227
$1.27K ﹤0.01%
+30
228
$1.21K ﹤0.01%
+269
229
$1.17K ﹤0.01%
+354
230
$1.14K ﹤0.01%
+8
231
$1.14K ﹤0.01%
+24
232
$1.1K ﹤0.01%
+19
233
$1.06K ﹤0.01%
+2
234
$1.03K ﹤0.01%
+44
235
$1.02K ﹤0.01%
+10
236
$1K ﹤0.01%
+5
237
$1K ﹤0.01%
+23
238
$976 ﹤0.01%
+25
239
$975 ﹤0.01%
+90
240
$849 ﹤0.01%
+10
241
$812 ﹤0.01%
+1
242
$784 ﹤0.01%
+10
243
$783 ﹤0.01%
+22
244
$734 ﹤0.01%
+14
245
$717 ﹤0.01%
+112
246
$662 ﹤0.01%
+10
247
$621 ﹤0.01%
+38
248
$593 ﹤0.01%
+12
249
$494 ﹤0.01%
+9
250
$452 ﹤0.01%
+5
7 8 9
10
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