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
$110M
AUM Growth
+$9.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$8.17M
2
+$451K
3
+$444K
4
AVUS icon
Avantis US Equity ETF
AVUS
+$424K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$337K

Top Sells

1
+$818K
2
+$491K
3
+$349K
4
IUSB icon
iShares Trust iShares Core Universal USD Bond ETF
IUSB
+$248K
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$219K

Sector Composition

1 Financials 1%
2 Industrials 0.9%
3 Consumer Discretionary 0.61%
4 Healthcare 0.25%
5 Technology 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$913K 0.83%
15,561
+4
27
$908K 0.82%
1,660
+193
28
$785K 0.71%
15,856
-111
29
$761K 0.69%
8,601
-1,123
30
$745K 0.68%
8,261
+4,696
31
$720K 0.65%
21,226
32
$710K 0.64%
6,627
+2,583
33
$683K 0.62%
6,430
34
$680K 0.62%
17,100
-2,302
35
$677K 0.61%
3,709
36
$671K 0.61%
3,389
+602
37
$622K 0.56%
9,985
+161
38
$594K 0.54%
32,910
-45,295
39
$572K 0.52%
3,563
-113
40
$564K 0.51%
7,358
-227
41
$429K 0.39%
1,994
-744
42
$424K 0.38%
11,253
43
$409K 0.37%
11,495
-300
44
$375K 0.34%
5,622
45
$373K 0.34%
6,561
46
$360K 0.33%
1,680
47
$348K 0.32%
6,000
48
$306K 0.28%
6,055
49
$306K 0.28%
3,141
-10
50
$299K 0.27%
3,869
-1,880
1
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3