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
$98.2M
AUM Growth
-$1.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$806K
2
+$677K
3
+$672K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$447K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$286K

Top Sells

1
+$211K
2
+$155K
3
+$122K
4
CYA
Simplify Tail Risk Strategy ETF
CYA
+$69K
5
VV icon
Vanguard Large-Cap ETF
VV
+$56.3K

Sector Composition

1 Financials 1.78%
2 Consumer Discretionary 1.43%
3 Technology 1.28%
4 Industrials 0.99%
5 Consumer Staples 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$175K 0.18%
2,129
52
$174K 0.18%
3,697
53
$155K 0.16%
1,114
54
$138K 0.14%
2,221
55
$136K 0.14%
2,045
+222
56
$129K 0.13%
2,179
57
$118K 0.12%
768
58
$117K 0.12%
2,255
+449
59
$117K 0.12%
330
60
$113K 0.12%
722
61
$110K 0.11%
1,036
+40
62
$101K 0.1%
987
63
$101K 0.1%
1,629
64
$97K 0.1%
745
65
$96K 0.1%
+3,400
66
$93K 0.09%
1,100
67
$92K 0.09%
1,701
68
$89K 0.09%
1,026
69
$88K 0.09%
1,390
70
$82K 0.08%
4,442
71
$76K 0.08%
4,560
-1,185
72
$75K 0.08%
304
73
$75K 0.08%
388
74
$70K 0.07%
1,395
75
$69K 0.07%
1,330
1 2
3
4 5