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
126
$13K 0.01%
226
127
$13K 0.01%
519
128
$13K 0.01%
131
129
$12K 0.01%
248
130
$12K 0.01%
685
131
$11K 0.01%
500
132
$10K 0.01%
133
133
$10K 0.01%
277
134
$9K 0.01%
510
135
$9K 0.01%
675
136
$8K 0.01%
100
137
$8K 0.01%
33
138
$8K 0.01%
368
139
$7K 0.01%
345
140
$6K 0.01%
+195
141
$6K 0.01%
23
142
$6K 0.01%
248
143
$6K 0.01%
200
144
$5K 0.01%
11
145
$5K 0.01%
+21
146
$5K 0.01%
36
-73
147
$5K 0.01%
179
148
$5K 0.01%
+40
149
$5K 0.01%
+97
150
$5K 0.01%
189
4 5
6
7 8