LPP

Life Planning Partners Portfolio holdings

AUM $131M
1-Year Est. Return 16.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$1.39M
3
+$1.23M
4
CLIP icon
Global X 1-3 Month T-Bill ETF
CLIP
+$378K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$320K

Top Sells

1
+$462K
2
+$337K
3
+$295K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$255K
5
FNF icon
Fidelity National Financial
FNF
+$217K

Sector Composition

1 Industrials 1.86%
2 Consumer Discretionary 0.8%
3 Financials 0.72%
4 Technology 0.66%
5 Healthcare 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.29M 1.03%
29,186
+1,150
27
$1.23M 0.98%
+1,765
28
$1.16M 0.92%
8,631
-2,506
29
$1.15M 0.92%
15,631
-244
30
$1.14M 0.91%
42,277
-598
31
$1.02M 0.82%
15,245
+5
32
$1.01M 0.81%
1,630
+1
33
$999K 0.8%
3,145
+56
34
$882K 0.7%
8,046
-904
35
$806K 0.64%
6,385
36
$697K 0.55%
13,976
-385
37
$687K 0.55%
3,525
-70
38
$664K 0.53%
14,383
-450
39
$658K 0.52%
3,724
+331
40
$573K 0.46%
12,114
-630
41
$540K 0.43%
6,861
-327
42
$486K 0.39%
11,373
+120
43
$465K 0.37%
8,337
44
$440K 0.35%
10,338
-600
45
$437K 0.35%
5,637
46
$426K 0.34%
4,596
-1,132
47
$414K 0.33%
1,679
48
$373K 0.3%
7,871
+2,671
49
$372K 0.3%
6,000
50
$354K 0.28%
11,374
+646
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