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
$87.3M
AUM Growth
-$1.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.15M
3
+$601K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$408K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$262K

Top Sells

1
+$293K
2
+$218K
3
+$142K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$107K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$94.4K

Sector Composition

1 Financials 1.52%
2 Consumer Discretionary 1.17%
3 Technology 1.13%
4 Industrials 0.72%
5 Consumer Staples 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$15.5K 0.02%
127
127
$13.9K 0.02%
742
128
$11.5K 0.01%
120
129
$10.7K 0.01%
63
130
$10.5K 0.01%
250
131
$10.5K 0.01%
133
+1
132
$10.5K 0.01%
519
133
$10.4K 0.01%
226
134
$10.4K 0.01%
691
135
$9.04K 0.01%
277
136
$8.75K 0.01%
500
137
$7.93K 0.01%
517
138
$7.43K 0.01%
368
139
$7.27K 0.01%
248
140
$7.16K 0.01%
675
141
$7.14K 0.01%
510
142
$6.7K 0.01%
133
143
$5.75K 0.01%
33
144
$5K 0.01%
36
145
$4.98K 0.01%
248
146
$4.49K 0.01%
23
147
$4.27K ﹤0.01%
97
148
$4.26K ﹤0.01%
15
-21
149
$4.1K ﹤0.01%
200
150
$3.94K ﹤0.01%
189
4 5
6
7 8