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
126
$17K 0.02%
127
127
$16K 0.02%
742
128
$13K 0.01%
120
129
$12K 0.01%
226
130
$12K 0.01%
250
131
$11K 0.01%
691
132
$11K 0.01%
519
133
$11K 0.01%
517
-168
134
$11K 0.01%
63
135
$11K 0.01%
132
+1
136
$10K 0.01%
277
137
$10K 0.01%
36
+21
138
$10K 0.01%
248
139
$9K 0.01%
500
140
$8K 0.01%
675
141
$8K 0.01%
510
142
$7K 0.01%
368
143
$7K 0.01%
133
144
$6K 0.01%
33
145
$5K 0.01%
248
146
$5K 0.01%
36
147
$4K ﹤0.01%
189
148
$4K ﹤0.01%
97
149
$4K ﹤0.01%
50
150
$4K ﹤0.01%
+70
4 5
6
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