LPP
Life Planning Partners Portfolio holdings
AUM
$126M
This Quarter Return
-6.37%
1 Year Return
+12.37%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$87.3M
AUM Growth
+$87.3M
(-1.8%)
Cap. Flow
+$4.78M
Cap. Flow
% of AUM
5.48%
Top 10 Holdings %
Top 10 Hldgs %
58.22%
Holding
190
New
3
Increased
27
Reduced
18
Closed
4
Top Buys
| 1 |
iShares Short-Term National Muni Bond ETF
SUB
|
$1.93M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$1.15M |
| 3 |
iShares California Muni Bond ETF
CMF
|
$601K |
| 4 |
Tesla
TSLA
|
$493K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$408K |
Top Sells
Sector Composition
| 1 | Financials | 1.52% |
| 2 | Consumer Discretionary | 1.17% |
| 3 | Technology | 1.13% |
| 4 | Industrials | 0.72% |
| 5 | Consumer Staples | 0.46% |
