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
$110M
AUM Growth
+$9.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$8.17M
2
+$451K
3
+$444K
4
AVUS icon
Avantis US Equity ETF
AVUS
+$424K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$337K

Top Sells

1
+$818K
2
+$491K
3
+$349K
4
IUSB icon
iShares Trust iShares Core Universal USD Bond ETF
IUSB
+$248K
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$219K

Sector Composition

1 Financials 1%
2 Industrials 0.9%
3 Consumer Discretionary 0.61%
4 Healthcare 0.25%
5 Technology 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$275K 0.25%
1,603
52
$271K 0.25%
10,314
53
$271K 0.25%
3,237
+30
54
$259K 0.24%
7,273
-691
55
$252K 0.23%
3,885
56
$224K 0.2%
2,310
+9
57
$218K 0.2%
1,077
58
$210K 0.19%
+469
59
$206K 0.19%
3,920
60
$201K 0.18%
+4,130
61
$201K 0.18%
+494
62
$201K 0.18%
1,284
63
– –
-5,194
64
– –
-2,384
1 2
3