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
$99.3M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$9.39M
3
+$5.99M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$5.87M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$5.12M

Top Sells

No sells this quarter

Sector Composition

1 Financials 1.75%
2 Consumer Discretionary 1.5%
3 Technology 1.41%
4 Industrials 1.13%
5 Consumer Staples 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$151K 0.15%
+2,221
52
$150K 0.15%
+1,284
53
$139K 0.14%
+2,179
54
$133K 0.13%
+1,823
55
$130K 0.13%
+2,129
56
$130K 0.13%
+1,114
57
$126K 0.13%
+768
58
$113K 0.11%
+722
59
$113K 0.11%
+996
60
$103K 0.1%
+987
61
$103K 0.1%
+5,745
62
$103K 0.1%
+1,100
63
$100K 0.1%
+745
64
$99K 0.1%
+1,806
65
$98K 0.1%
+330
66
$97K 0.1%
+1,629
67
$97K 0.1%
+1,701
68
$95K 0.1%
+1,026
69
$94K 0.09%
+1,390
70
$90K 0.09%
+1,089
71
$86K 0.09%
+4,442
72
$82K 0.08%
+304
73
$81K 0.08%
+720
74
$78K 0.08%
+1,330
75
$77K 0.08%
+388
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3
4 5