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
$88.9M
AUM Growth
-$9.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$518K
2
+$333K
3
+$312K
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$273K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$271K

Top Sells

1
+$391K
2
+$239K
3
+$61.9K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$55.8K
5
ITM icon
VanEck Intermediate Muni ETF
ITM
+$45K

Sector Composition

1 Financials 1.56%
2 Technology 1.22%
3 Consumer Discretionary 1.07%
4 Industrials 0.81%
5 Consumer Staples 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$762K 0.86%
2,967
27
$660K 0.74%
19,211
28
$626K 0.7%
2,787
29
$625K 0.7%
4,174
+2,083
30
$605K 0.68%
1,602
31
$603K 0.68%
19,367
+15
32
$587K 0.66%
11,765
+116
33
$585K 0.66%
11,895
+581
34
$557K 0.63%
5,056
-276
35
$477K 0.54%
9,335
36
$469K 0.53%
6,157
+641
37
$411K 0.46%
3,117
+366
38
$368K 0.41%
11,795
39
$319K 0.36%
11,140
+1,520
40
$292K 0.33%
6,000
41
$275K 0.31%
791
+780
42
$271K 0.3%
6,271
+903
43
$253K 0.28%
+902
44
$246K 0.28%
8,506
45
$234K 0.26%
2,573
+21
46
$225K 0.25%
1,265
-13
47
$224K 0.25%
3,951
48
$213K 0.24%
4,510
-210
49
$198K 0.22%
1,942
50
$186K 0.21%
1,284
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