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
$87.3M
AUM Growth
-$1.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.15M
3
+$601K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$408K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$262K

Top Sells

1
+$293K
2
+$218K
3
+$142K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$107K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$94.4K

Sector Composition

1 Financials 1.52%
2 Consumer Discretionary 1.17%
3 Technology 1.13%
4 Industrials 0.72%
5 Consumer Staples 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$705K 0.81%
22,713
27
$691K 0.79%
2,967
28
$621K 0.71%
19,211
29
$617K 0.71%
4,304
+130
30
$601K 0.69%
+11,087
31
$585K 0.67%
19,370
+3
32
$575K 0.66%
11,755
-140
33
$575K 0.66%
1,602
34
$503K 0.58%
11,335
-430
35
$476K 0.55%
4,644
-412
36
$453K 0.52%
3,667
+550
37
$427K 0.49%
5,749
-408
38
$426K 0.49%
9,335
39
$344K 0.39%
4,168
+3,181
40
$327K 0.37%
11,795
41
$295K 0.34%
11,140
42
$283K 0.32%
6,122
+3,735
43
$273K 0.31%
6,000
44
$260K 0.3%
791
45
$241K 0.28%
902
46
$234K 0.27%
2,921
+348
47
$220K 0.25%
6,271
48
$219K 0.25%
8,506
49
$208K 0.24%
4,510
50
$208K 0.24%
1,270
+5
1
2
3 4 5