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 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
251
$372 ﹤0.01%
+17
252
$254 ﹤0.01%
+2
253
$213 ﹤0.01%
+304
254
$194 ﹤0.01%
+17
255
$186 ﹤0.01%
+10
256
$119 ﹤0.01%
+32
257
$116 ﹤0.01%
+20
258
0
259
$92 ﹤0.01%
+1
260
$56 ﹤0.01%
+4
261
$39 ﹤0.01%
+2
262
$32 ﹤0.01%
+3
263
$25 ﹤0.01%
+2