LPP

Life Planning Partners Portfolio holdings

AUM $131M
1-Year Est. Return 16.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.27M
3
+$264K
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$240K
5
SLV icon
iShares Silver Trust
SLV
+$217K

Top Sells

1
+$426K
2
+$191K
3
+$170K
4
PH icon
Parker-Hannifin
PH
+$131K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$74.3K

Sector Composition

1 Industrials 1.72%
2 Consumer Discretionary 1.02%
3 Financials 0.92%
4 Technology 0.83%
5 Healthcare 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$401K 0.29%
2,199
52
$373K 0.27%
11,374
53
$371K 0.27%
1,603
54
$346K 0.25%
3,885
55
$320K 0.23%
6,055
56
$306K 0.22%
591
57
$295K 0.22%
3,222
-436
58
$292K 0.21%
3,974
+217
59
$287K 0.21%
2,596
60
$285K 0.21%
1,834
+3
61
$277K 0.2%
3,466
62
$265K 0.19%
+2,603
63
$264K 0.19%
3,920
64
$256K 0.19%
+6,041
65
$237K 0.17%
4,130
66
$218K 0.16%
+858
67
$214K 0.16%
2,135
+11
68
$210K 0.15%
745
-70
69
$210K 0.15%
+574
70
$206K 0.15%
+410
71
– –
-4,596
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