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
101
$36K 0.04%
248
-79
102
$35K 0.04%
500
103
$34K 0.04%
203
104
$31K 0.03%
762
105
$30K 0.03%
167
106
$29K 0.03%
170
107
$29K 0.03%
322
-112
108
$27K 0.03%
225
109
$25K 0.03%
329
110
$25K 0.03%
+779
111
$25K 0.03%
424
112
$25K 0.03%
550
113
$24K 0.03%
+590
114
$24K 0.03%
+123
115
$23K 0.03%
780
116
$23K 0.03%
150
117
$22K 0.02%
125
118
$22K 0.02%
593
119
$21K 0.02%
630
120
$20K 0.02%
249
121
$20K 0.02%
430
122
$20K 0.02%
1,041
123
$20K 0.02%
1,629
124
$18K 0.02%
247
125
$17K 0.02%
357
3 4
5
6 7