LPP

Life Planning Partners Portfolio holdings

AUM $131M
1-Year Est. Return 16.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.27M
3
+$264K
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$240K
5
SLV icon
iShares Silver Trust
SLV
+$217K

Top Sells

1
+$426K
2
+$191K
3
+$170K
4
PH icon
Parker-Hannifin
PH
+$131K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$74.3K

Sector Composition

1 Industrials 1.72%
2 Consumer Discretionary 1.02%
3 Financials 0.92%
4 Technology 0.83%
5 Healthcare 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.4M 1.02%
3,145
27
$1.3M 0.95%
15,751
-934
28
$1.28M 0.93%
+30,422
29
$1.21M 0.89%
16,312
+681
30
$1.21M 0.88%
8,491
-140
31
$1.2M 0.88%
1,587
-178
32
$1.18M 0.86%
42,396
+119
33
$1.09M 0.79%
15,248
+3
34
$1.07M 0.78%
1,598
-32
35
$953K 0.7%
8,552
+506
36
$849K 0.62%
16,983
+3,007
37
$825K 0.6%
6,385
38
$736K 0.54%
3,525
39
$695K 0.51%
3,724
40
$652K 0.48%
13,647
-736
41
$625K 0.46%
12,117
+3
42
$541K 0.4%
6,861
43
$537K 0.39%
11,466
+93
44
$486K 0.35%
10,124
+2,253
45
$476K 0.35%
8,337
46
$470K 0.34%
10,338
47
$459K 0.34%
1,679
48
$450K 0.33%
5,637
49
$431K 0.31%
1,366
+204
50
$404K 0.29%
6,000
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