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
$112M
AUM Growth
+$1.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$309K
3
+$223K
4
FNF icon
Fidelity National Financial
FNF
+$221K
5
AVUS icon
Avantis US Equity ETF
AVUS
+$150K

Top Sells

1
+$2.58M
2
+$1.3M
3
+$982K
4
GDX icon
VanEck Gold Miners ETF
GDX
+$720K
5
PHYS icon
Sprott Physical Gold
PHYS
+$594K

Sector Composition

1 Financials 1.09%
2 Industrials 0.9%
3 Consumer Discretionary 0.79%
4 Healthcare 0.28%
5 Technology 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$959K 0.86%
15,229
-332
27
$939K 0.84%
1,628
-32
28
$936K 0.84%
9,840
+1,579
29
$887K 0.79%
3,389
30
$867K 0.77%
7,678
+1,051
31
$836K 0.75%
17,816
-27,700
32
$791K 0.71%
10,889
-3,321
33
$753K 0.67%
15,084
-772
34
$723K 0.65%
3,599
-110
35
$712K 0.64%
7,607
-994
36
$691K 0.62%
6,430
37
$601K 0.54%
3,442
-121
38
$567K 0.51%
7,208
-150
39
$558K 0.5%
14,059
-3,041
40
$465K 0.41%
11,253
41
$432K 0.39%
7,437
+876
42
$421K 0.38%
10,938
-557
43
$400K 0.36%
5,622
44
$374K 0.33%
6,000
45
$370K 0.33%
1,680
46
$319K 0.28%
3,271
+34
47
$317K 0.28%
1,603
48
$315K 0.28%
6,055
49
$307K 0.27%
3,869
50
$290K 0.26%
10,314
1
2
3