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
$100M
AUM Growth
-$1.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$434K
3
+$408K
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$324K
5
ABBV icon
AbbVie
ABBV
+$292K

Top Sells

1
+$894K
2
+$512K
3
+$428K
4
VTES icon
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
+$387K
5
AVES icon
Avantis Emerging Markets Value ETF
AVES
+$238K

Sector Composition

1 Industrials 1.11%
2 Financials 0.95%
3 Consumer Discretionary 0.49%
4 Healthcare 0.29%
5 Energy 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$872K 0.87%
9,724
-4,768
27
$791K 0.79%
15,967
-200
28
$785K 0.78%
6,430
29
$771K 0.77%
1,467
30
$736K 0.73%
19,402
-1
31
$712K 0.71%
3,709
+26
32
$709K 0.71%
23,471
+9,621
33
$671K 0.67%
21,226
-1,232
34
$626K 0.62%
9,824
+489
35
$599K 0.6%
3,676
-507
36
$582K 0.58%
7,585
+5,315
37
$563K 0.56%
2,738
+248
38
$511K 0.51%
7,537
+994
39
$491K 0.49%
5,194
-1,821
40
$490K 0.49%
2,787
41
$444K 0.44%
5,749
42
$440K 0.44%
4,044
43
$422K 0.42%
11,795
-64
44
$407K 0.41%
11,253
-1,000
45
$379K 0.38%
5,622
46
$378K 0.38%
6,561
47
$335K 0.33%
6,000
48
$328K 0.33%
1,680
+1,663
49
$326K 0.32%
6,055
50
$324K 0.32%
3,151
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