LPP
Life Planning Partners Portfolio holdings
AUM
$126M
This Quarter Return
+6.29%
1 Year Return
+12.37%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$112M
AUM Growth
+$112M
(+1.7%)
Cap. Flow
-$4.79M
Cap. Flow
% of AUM
-4.27%
Top 10 Holdings %
Top 10 Hldgs %
62.77%
Holding
64
New
2
Increased
20
Reduced
21
Closed
4
Top Buys
| 1 |
Avantis Real Estate ETF
AVRE
|
$1.19M |
| 2 |
Avantis International Equity ETF
AVDE
|
$309K |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$223K |
| 4 |
Fidelity National Financial
FNF
|
$221K |
| 5 |
Avantis US Equity ETF
AVUS
|
$150K |
Top Sells
Sector Composition
| 1 | Financials | 1.09% |
| 2 | Industrials | 0.9% |
| 3 | Consumer Discretionary | 0.79% |
| 4 | Healthcare | 0.28% |
| 5 | Technology | 0.2% |
