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
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$7.55M
3
+$7.5M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.64M
5
IUSB icon
iShares Trust iShares Core Universal USD Bond ETF
IUSB
+$4.81M

Top Sells

No sells this quarter

Sector Composition

1 Financials 1.49%
2 Industrials 1.19%
3 Consumer Discretionary 1.03%
4 Technology 0.61%
5 Consumer Staples 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$291K 0.29%
+3,565
52
$254K 0.25%
+4,070
53
$238K 0.23%
+5,173
54
$236K 0.23%
+4,579
55
$232K 0.23%
+4,703
56
$218K 0.21%
+2,384
57
$212K 0.21%
+1,953
58
$211K 0.21%
+2,388
59
$192K 0.19%
+1,284
60
$181K 0.18%
+1,067
61
$181K 0.18%
+3,555
62
$179K 0.18%
+1,144
63
$175K 0.17%
+2,270
64
$174K 0.17%
+5,075
65
$154K 0.15%
+6,619
66
$146K 0.14%
+389
67
$142K 0.14%
+2,876
68
$141K 0.14%
+454
69
$132K 0.13%
+685
70
$127K 0.12%
+2,045
71
$123K 0.12%
+187
72
$123K 0.12%
+344
73
$122K 0.12%
+745
74
$117K 0.12%
+2,025
75
$116K 0.11%
+1,163
1 2
3
4 5