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
$108M
AUM Growth
-$3.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$318K
2
+$248K
3
+$101K
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$84K
5
AVRE icon
Avantis Real Estate ETF
AVRE
+$73.2K

Top Sells

1
+$505K
2
+$257K
3
+$221K
4
AVES icon
Avantis Emerging Markets Value ETF
AVES
+$215K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$145K

Sector Composition

1 Consumer Discretionary 1.15%
2 Industrials 1.02%
3 Financials 0.95%
4 Healthcare 0.26%
5 Technology 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$959K 0.89%
1,628
27
$954K 0.88%
9,841
+1
28
$932K 0.86%
15,181
+585
29
$879K 0.81%
8,228
+550
30
$875K 0.81%
15,238
+9
31
$837K 0.77%
6,385
-45
32
$729K 0.67%
11,029
+140
33
$729K 0.67%
14,683
-401
34
$713K 0.66%
3,599
35
$626K 0.58%
15,832
-1,984
36
$609K 0.56%
6,841
-766
37
$583K 0.54%
3,442
38
$560K 0.52%
12,742
-1,317
39
$555K 0.51%
7,188
-20
40
$478K 0.44%
8,337
+900
41
$432K 0.4%
11,253
42
$395K 0.37%
1,679
-1
43
$376K 0.35%
10,938
44
$357K 0.33%
5,622
45
$352K 0.33%
6,000
46
$292K 0.27%
3,274
+3
47
$291K 0.27%
3,733
-136
48
$285K 0.26%
1,603
49
$282K 0.26%
2,596
50
$267K 0.25%
10,314
1
2
3