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
$99.3M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$9.39M
3
+$5.99M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$5.87M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$5.12M

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$967K 0.97%
+18,667
27
$889K 0.9%
+21,435
28
$861K 0.87%
+19,350
29
$779K 0.78%
+15,602
30
$763K 0.77%
+1,601
31
$750K 0.76%
+19,041
32
$735K 0.74%
+5,545
33
$712K 0.72%
+11,648
34
$592K 0.6%
+9,335
35
$488K 0.49%
+5,368
36
$443K 0.45%
+9,620
37
$421K 0.42%
+10,300
38
$368K 0.37%
+4,537
39
$356K 0.36%
+6,000
40
$324K 0.33%
+1,942
41
$297K 0.3%
+2,552
42
$287K 0.29%
+4,051
43
$279K 0.28%
+8,506
44
$238K 0.24%
+4,720
45
$218K 0.22%
+1,273
46
$190K 0.19%
+1,293
47
$185K 0.19%
+3,697
48
$184K 0.19%
+324
49
$181K 0.18%
+1,005
50
$162K 0.16%
+1,026
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