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
+$2.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$439K
3
+$269K
4
CVX icon
Chevron
CVX
+$250K
5
AVUS icon
Avantis US Equity ETF
AVUS
+$227K

Top Sells

1
+$201K
2
+$189K
3
+$139K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$101K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$85.6K

Sector Composition

1 Financials 1.14%
2 Industrials 0.84%
3 Consumer Discretionary 0.72%
4 Healthcare 0.3%
5 Energy 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$271K 0.25%
3,885
52
$261K 0.24%
1,062
53
$255K 0.23%
479
54
$253K 0.23%
2,596
55
$250K 0.23%
+1,494
56
$247K 0.22%
5,200
57
$237K 0.21%
6,055
58
$222K 0.2%
3,920
59
$222K 0.2%
591
+51
60
$217K 0.2%
+3,335
61
$210K 0.19%
2,120
-214
62
– –
-5,578
1 2
3