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
$98.2M
AUM Growth
-$1.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$806K
2
+$677K
3
+$672K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$447K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$286K

Top Sells

1
+$211K
2
+$155K
3
+$122K
4
CYA
Simplify Tail Risk Strategy ETF
CYA
+$69K
5
VV icon
Vanguard Large-Cap ETF
VV
+$56.3K

Sector Composition

1 Financials 1.78%
2 Consumer Discretionary 1.43%
3 Technology 1.28%
4 Industrials 0.99%
5 Consumer Staples 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$915K 0.93%
2,967
27
$910K 0.93%
23,535
+2,100
28
$798K 0.81%
19,352
+2
29
$725K 0.74%
1,602
+1
30
$708K 0.72%
19,211
+170
31
$670K 0.68%
11,649
+1
32
$644K 0.66%
5,332
-213
33
$563K 0.57%
9,335
34
$557K 0.57%
11,314
-4,288
35
$481K 0.49%
5,516
+979
36
$448K 0.46%
11,795
+1,495
37
$416K 0.42%
9,620
38
$406K 0.41%
2,751
+1,458
39
$383K 0.39%
5,368
40
$368K 0.37%
2,091
+1,086
41
$340K 0.35%
6,000
42
$286K 0.29%
8,506
43
$277K 0.28%
2,552
44
$264K 0.27%
3,951
-100
45
$261K 0.27%
1,942
46
$229K 0.23%
4,720
47
$227K 0.23%
1,278
+5
48
$209K 0.21%
1,284
49
$196K 0.2%
1,428
+402
50
$187K 0.19%
324
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