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
$87.3M
AUM Growth
-$1.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.15M
3
+$601K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$408K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$262K

Top Sells

1
+$293K
2
+$218K
3
+$142K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$107K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$94.4K

Sector Composition

1 Financials 1.52%
2 Consumer Discretionary 1.17%
3 Technology 1.13%
4 Industrials 0.72%
5 Consumer Staples 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$73.3K 0.08%
3,400
77
$72.8K 0.08%
3,250
+923
78
$70.5K 0.08%
1,089
79
$70.1K 0.08%
304
80
$67.2K 0.08%
1,390
81
$62.5K 0.07%
4,442
82
$62.4K 0.07%
1,026
83
$57.6K 0.07%
388
84
$57.1K 0.07%
720
85
$53.8K 0.06%
370
86
$53.3K 0.06%
1,218
87
$53K 0.06%
1,395
88
$51.9K 0.06%
936
89
$50.8K 0.06%
564
90
$46.6K 0.05%
218
91
$46.2K 0.05%
800
92
$45.3K 0.05%
3,210
93
$43.3K 0.05%
244
94
$41.4K 0.05%
375
95
$38.5K 0.04%
963
96
$38K 0.04%
1,039
97
$36.5K 0.04%
650
98
$34.2K 0.04%
1,797
99
$33.8K 0.04%
376
100
$33.5K 0.04%
248
2 3
4
5 6