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
$108M
AUM Growth
-$3.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$318K
2
+$248K
3
+$101K
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$84K
5
AVRE icon
Avantis Real Estate ETF
AVRE
+$73.2K

Top Sells

1
+$505K
2
+$257K
3
+$221K
4
AVES icon
Avantis Emerging Markets Value ETF
AVES
+$215K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$145K

Sector Composition

1 Consumer Discretionary 1.15%
2 Industrials 1.02%
3 Financials 0.95%
4 Healthcare 0.26%
5 Technology 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$263K 0.24%
6,055
52
$255K 0.24%
1,062
-15
53
$253K 0.23%
3,885
54
$248K 0.23%
+5,200
55
$228K 0.21%
540
+26
56
$226K 0.21%
2,334
+14
57
$217K 0.2%
479
58
$203K 0.19%
3,920
59
$201K 0.19%
5,578
60
– –
-3,555
61
– –
-4,130
1 2
3