LPP
Life Planning Partners Portfolio holdings
AUM
$126M
This Quarter Return
+3.16%
1 Year Return
+12.37%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$99.3M
AUM Growth
–
Cap. Flow
+$99.3M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
59.67%
Holding
172
New
172
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 1.75% |
| 2 | Consumer Discretionary | 1.5% |
| 3 | Technology | 1.41% |
| 4 | Industrials | 1.13% |
| 5 | Consumer Staples | 0.49% |
