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
$98.2M
AUM Growth
-$1.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$806K
2
+$677K
3
+$672K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$447K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$286K

Top Sells

1
+$211K
2
+$155K
3
+$122K
4
CYA
Simplify Tail Risk Strategy ETF
CYA
+$69K
5
VV icon
Vanguard Large-Cap ETF
VV
+$56.3K

Sector Composition

1 Financials 1.78%
2 Consumer Discretionary 1.43%
3 Technology 1.28%
4 Industrials 0.99%
5 Consumer Staples 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$67K 0.07%
370
77
$65K 0.07%
2,327
78
$65K 0.07%
720
79
$64K 0.07%
936
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80
$63K 0.06%
1,089
81
$62K 0.06%
564
82
$58K 0.06%
+740
83
$58K 0.06%
3,210
84
$54K 0.06%
963
85
$54K 0.06%
244
86
$53K 0.05%
327
87
$53K 0.05%
+1,060
88
$51K 0.05%
410
89
$50K 0.05%
682
90
$49K 0.05%
1,797
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91
$49K 0.05%
375
92
$49K 0.05%
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93
$47K 0.05%
434
-11
94
$45K 0.05%
1,039
95
$45K 0.05%
+941
96
$43K 0.04%
762
-15
97
$42K 0.04%
650
98
$41K 0.04%
500
99
$40K 0.04%
376
100
$39K 0.04%
600
2 3
4
5 6