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
101
$31K 0.03%
+691
102
$30K 0.03%
+125
103
$30K 0.03%
+550
104
$29K 0.03%
+780
105
$29K 0.03%
+170
106
$28K 0.03%
+150
107
$27K 0.03%
+249
108
$25K 0.03%
+340
109
$23K 0.02%
+1,629
110
$23K 0.02%
+630
111
$21K 0.02%
+329
112
$21K 0.02%
+357
113
$20K 0.02%
+742
114
$20K 0.02%
+247
115
$18K 0.02%
+240
116
$17K 0.02%
+120
117
$17K 0.02%
+40
118
$16K 0.02%
+63
119
$15K 0.02%
+109
120
$15K 0.02%
+48
121
$14K 0.01%
+226
122
$14K 0.01%
+519
123
$14K 0.01%
+131
124
$13K 0.01%
+250
125
$13K 0.01%
+248
3 4
5
6 7