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
$88.9M
AUM Growth
-$9.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$518K
2
+$333K
3
+$312K
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$273K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$271K

Top Sells

1
+$391K
2
+$239K
3
+$61.9K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$55.8K
5
ITM icon
VanEck Intermediate Muni ETF
ITM
+$45K

Sector Composition

1 Financials 1.56%
2 Technology 1.22%
3 Consumer Discretionary 1.07%
4 Industrials 0.81%
5 Consumer Staples 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$70K 0.08%
1,395
77
$68K 0.08%
3,870
-690
78
$64K 0.07%
370
79
$63K 0.07%
825
+85
80
$63K 0.07%
1,218
-112
81
$63K 0.07%
1,026
82
$62K 0.07%
388
83
$59K 0.07%
2,327
84
$56K 0.06%
936
85
$53K 0.06%
564
86
$53K 0.06%
720
87
$51K 0.06%
806
+124
88
$49K 0.06%
218
+170
89
$48K 0.05%
3,210
90
$48K 0.05%
244
91
$47K 0.05%
+800
92
$47K 0.05%
410
93
$45K 0.05%
1,060
94
$42K 0.05%
375
95
$41K 0.05%
963
96
$40K 0.05%
1,797
97
$40K 0.05%
1,039
98
$38K 0.04%
600
99
$36K 0.04%
650
100
$36K 0.04%
376
2 3
4
5 6