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
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$7.55M
3
+$7.5M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.64M
5
IUSB icon
iShares Trust iShares Core Universal USD Bond ETF
IUSB
+$4.81M

Top Sells

No sells this quarter

Sector Composition

1 Financials 1.49%
2 Industrials 1.19%
3 Consumer Discretionary 1.03%
4 Technology 0.61%
5 Consumer Staples 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$873K 0.86%
+15,555
27
$799K 0.79%
+16,167
28
$700K 0.69%
+1,467
29
$696K 0.69%
+22,458
30
$694K 0.68%
+7,015
31
$693K 0.68%
+2,787
32
$663K 0.65%
+3,683
33
$653K 0.64%
+19,403
34
$625K 0.62%
+4,183
35
$564K 0.56%
+9,335
36
$563K 0.55%
+6,430
37
$476K 0.47%
+2,490
38
$462K 0.45%
+12,571
39
$448K 0.44%
+4,044
40
$445K 0.44%
+5,749
41
$434K 0.43%
+12,253
42
$425K 0.42%
+6,543
43
$414K 0.41%
+11,859
44
$397K 0.39%
+13,850
45
$387K 0.38%
+3,818
46
$380K 0.37%
+6,561
47
$370K 0.36%
+6,055
48
$363K 0.36%
+5,622
49
$339K 0.33%
+6,000
50
$325K 0.32%
+3,151
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