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
101
$36K 0.04%
167
102
$35K 0.04%
225
103
$34K 0.03%
203
104
$33K 0.03%
424
105
$31K 0.03%
170
106
$29K 0.03%
780
107
$28K 0.03%
150
108
$26K 0.03%
125
109
$25K 0.03%
249
110
$25K 0.03%
1,041
111
$25K 0.03%
+593
112
$25K 0.03%
550
113
$24K 0.02%
329
114
$24K 0.02%
1,629
115
$23K 0.02%
+430
116
$22K 0.02%
630
117
$20K 0.02%
691
118
$20K 0.02%
357
119
$19K 0.02%
247
120
$19K 0.02%
127
+53
121
$18K 0.02%
742
122
$17K 0.02%
120
123
$14K 0.01%
63
124
$14K 0.01%
48
125
$14K 0.01%
250
3 4
5
6 7