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
126
$13K 0.01%
+685
127
$11K 0.01%
+277
128
$11K 0.01%
+46
129
$11K 0.01%
+133
130
$11K 0.01%
+207
131
$11K 0.01%
+675
132
$11K 0.01%
+500
133
$11K 0.01%
+74
134
$10K 0.01%
+510
135
$9K 0.01%
+33
136
$9K 0.01%
+345
137
$8K 0.01%
+100
138
$8K 0.01%
+368
139
$7K 0.01%
+23
140
$6K 0.01%
+200
141
$5K 0.01%
+73
142
$5K 0.01%
+50
143
$5K 0.01%
+179
144
$5K 0.01%
+248
145
$5K 0.01%
+11
146
$5K 0.01%
+189
147
$4K ﹤0.01%
+185
148
$4K ﹤0.01%
+22
149
$4K ﹤0.01%
+23
150
$4K ﹤0.01%
+10
3 4 5
6
7