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
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$7.55M
3
+$7.5M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.64M
5
IUSB icon
iShares Trust iShares Core Universal USD Bond ETF
IUSB
+$4.81M

Top Sells

No sells this quarter

Sector Composition

1 Financials 1.49%
2 Industrials 1.19%
3 Consumer Discretionary 1.03%
4 Technology 0.61%
5 Consumer Staples 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$53.6K 0.05%
+650
102
$53.2K 0.05%
+491
103
$52.7K 0.05%
+500
104
$52K 0.05%
+877
105
$51.3K 0.05%
+441
106
$48.7K 0.05%
+963
107
$46.2K 0.05%
+5,715
108
$45.1K 0.04%
+1,195
109
$44.1K 0.04%
+600
110
$43.3K 0.04%
+750
111
$42.3K 0.04%
+248
112
$39.1K 0.04%
+1,797
113
$39.1K 0.04%
+1,358
114
$36.7K 0.04%
+968
115
$34.6K 0.03%
+225
116
$34.5K 0.03%
+203
117
$32.4K 0.03%
+361
118
$31.8K 0.03%
+424
119
$30.1K 0.03%
+280
120
$29.9K 0.03%
+720
121
$29.8K 0.03%
+285
122
$28K 0.03%
+178
123
$27K 0.03%
+780
124
$26.7K 0.03%
+550
125
$25.8K 0.03%
+623
3 4
5
6 7