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
$99.3M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$9.39M
3
+$5.99M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$5.87M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$5.12M

Top Sells

No sells this quarter

Sector Composition

1 Financials 1.75%
2 Consumer Discretionary 1.5%
3 Technology 1.41%
4 Industrials 1.13%
5 Consumer Staples 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$72K 0.07%
+1,395
77
$69K 0.07%
+144
78
$69K 0.07%
+2,327
79
$68K 0.07%
+2,392
80
$63K 0.06%
+564
81
$61K 0.06%
+375
82
$61K 0.06%
+3,210
83
$61K 0.06%
+963
84
$58K 0.06%
+370
85
$56K 0.06%
+327
86
$53K 0.05%
+682
87
$53K 0.05%
+244
88
$53K 0.05%
+410
89
$50K 0.05%
+445
90
$50K 0.05%
+600
91
$48K 0.05%
+1,039
92
$46K 0.05%
+777
93
$44K 0.04%
+500
94
$41K 0.04%
+225
95
$40K 0.04%
+376
96
$38K 0.04%
+650
97
$37K 0.04%
+1,041
98
$36K 0.04%
+424
99
$36K 0.04%
+167
100
$35K 0.04%
+203
2 3
4
5 6