LPP
Life Planning Partners Portfolio holdings
AUM
$126M
1-Year Return
12.37%
This Quarter Return
+8.06%
1 Year Return
+12.37%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$126M
AUM Growth
+$15.2M
(+14%)
Cap. Flow
+$6.66M
Cap. Flow
% of AUM
5.3%
Top 10 Holdings %
Top 10 Hldgs %
59.24%
Holding
67
New
6
Increased
27
Reduced
19
Closed
2
Top Buys
| 1 |
FMUN
Fidelity Systematic Municipal Bond Index ETF
FMUN
|
$2.8M |
| 2 |
Avantis US Equity ETF
AVUS
|
$1.39M |
| 3 |
Parker-Hannifin
PH
|
$1.23M |
| 4 |
Global X 1-3 Month T-Bill ETF
CLIP
|
$378K |
| 5 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$320K |
Top Sells
Sector Composition
| 1 | Industrials | 1.86% |
| 2 | Consumer Discretionary | 0.8% |
| 3 | Financials | 0.72% |
| 4 | Technology | 0.66% |
| 5 | Healthcare | 0.24% |
