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
+$2.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$439K
3
+$269K
4
CVX icon
Chevron
CVX
+$250K
5
AVUS icon
Avantis US Equity ETF
AVUS
+$227K

Top Sells

1
+$201K
2
+$189K
3
+$139K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$101K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$85.6K

Sector Composition

1 Financials 1.14%
2 Industrials 0.84%
3 Consumer Discretionary 0.72%
4 Healthcare 0.3%
5 Energy 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.14M 1.03%
12,294
+2,453
27
$1.09M 0.99%
16,430
+1,249
28
$973K 0.88%
8,950
+722
29
$924K 0.84%
15,240
+2
30
$915K 0.83%
1,629
+1
31
$876K 0.79%
12,547
+1,518
32
$801K 0.72%
3,089
33
$716K 0.65%
14,361
-322
34
$687K 0.62%
6,385
35
$670K 0.61%
3,595
-4
36
$600K 0.54%
14,833
-999
37
$586K 0.53%
3,393
-49
38
$563K 0.51%
7,188
39
$532K 0.48%
12,744
+2
40
$519K 0.47%
5,728
-1,113
41
$469K 0.42%
8,337
42
$443K 0.4%
11,253
43
$396K 0.36%
5,637
+15
44
$392K 0.36%
10,938
45
$354K 0.32%
1,679
46
$340K 0.31%
6,000
47
$336K 0.3%
1,603
48
$301K 0.27%
3,319
+45
49
$298K 0.27%
10,728
+414
50
$287K 0.26%
3,638
-95
1
2
3