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
$87.3M
AUM Growth
-$1.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.15M
3
+$601K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$408K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$262K

Top Sells

1
+$293K
2
+$218K
3
+$142K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$107K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$94.4K

Sector Composition

1 Financials 1.52%
2 Consumer Discretionary 1.17%
3 Technology 1.13%
4 Industrials 0.72%
5 Consumer Staples 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$202K 0.23%
3,961
+10
52
$186K 0.21%
2,129
53
$184K 0.21%
1,284
54
$161K 0.18%
1,942
55
$159K 0.18%
2,122
+1,297
56
$153K 0.18%
324
57
$149K 0.17%
1,428
58
$144K 0.16%
3,845
+1,135
59
$139K 0.16%
1,114
60
$129K 0.15%
3,697
61
$112K 0.13%
1,956
+1,150
62
$111K 0.13%
2,425
63
$109K 0.12%
+2,270
64
$108K 0.12%
2,259
-15
65
$99.8K 0.11%
1,036
66
$99.8K 0.11%
2,045
67
$97K 0.11%
768
68
$92.8K 0.11%
722
69
$91.3K 0.1%
1,629
70
$88.5K 0.1%
745
71
$88.1K 0.1%
330
72
$86.5K 0.1%
1,931
73
$86.3K 0.1%
2,270
+1,210
74
$86.3K 0.1%
1,100
75
$85.2K 0.1%
1,729
+40
1 2
3
4 5