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
$88.9M
AUM Growth
-$9.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$518K
2
+$333K
3
+$312K
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$273K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$271K

Top Sells

1
+$391K
2
+$239K
3
+$61.9K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$55.8K
5
ITM icon
VanEck Intermediate Muni ETF
ITM
+$45K

Sector Composition

1 Financials 1.56%
2 Technology 1.22%
3 Consumer Discretionary 1.07%
4 Industrials 0.81%
5 Consumer Staples 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$182K 0.2%
2,129
52
$161K 0.18%
1,428
53
$156K 0.18%
324
54
$141K 0.16%
1,114
55
$131K 0.15%
3,697
56
$126K 0.14%
2,387
+166
57
$125K 0.14%
2,425
+246
58
$114K 0.13%
2,710
+1,730
59
$112K 0.13%
2,274
+19
60
$112K 0.13%
2,045
61
$110K 0.12%
768
62
$105K 0.12%
1,036
63
$105K 0.12%
745
64
$103K 0.12%
1,629
65
$100K 0.11%
722
66
$92K 0.1%
1,931
+230
67
$90K 0.1%
330
68
$88K 0.1%
987
69
$85K 0.1%
+1,689
70
$85K 0.1%
1,100
71
$82K 0.09%
3,400
72
$75K 0.08%
1,390
73
$75K 0.08%
304
74
$71K 0.08%
1,089
75
$70K 0.08%
4,442
1 2
3
4 5