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

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
101
$33.3K 0.04%
750
+320
102
$33.1K 0.04%
203
103
$32.4K 0.04%
372
+50
104
$31.8K 0.04%
600
105
$30.5K 0.04%
500
106
$29.4K 0.03%
762
107
$29.4K 0.03%
280
-130
108
$27K 0.03%
167
109
$26.3K 0.03%
170
110
$26.2K 0.03%
225
111
$24.5K 0.03%
424
112
$24.1K 0.03%
550
113
$23.4K 0.03%
329
114
$23.2K 0.03%
150
115
$23.1K 0.03%
123
116
$23.1K 0.03%
779
117
$21.5K 0.02%
1,041
118
$21.3K 0.02%
593
119
$20.8K 0.02%
780
120
$19.7K 0.02%
630
121
$19.5K 0.02%
125
122
$19.4K 0.02%
249
123
$16.9K 0.02%
1,629
124
$16.3K 0.02%
247
125
$15.5K 0.02%
357