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
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$7.55M
3
+$7.5M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.64M
5
IUSB icon
iShares Trust iShares Core Universal USD Bond ETF
IUSB
+$4.81M

Top Sells

No sells this quarter

Sector Composition

1 Financials 1.49%
2 Industrials 1.19%
3 Consumer Discretionary 1.03%
4 Technology 0.61%
5 Consumer Staples 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$25.6K 0.03%
+150
127
$25.3K 0.02%
+58
128
$25.3K 0.02%
+231
129
$24K 0.02%
+1,629
130
$23.5K 0.02%
+340
131
$23.1K 0.02%
+164
132
$22.7K 0.02%
+223
133
$21.4K 0.02%
+692
134
$20.7K 0.02%
+630
135
$20.3K 0.02%
+1,041
136
$18.9K 0.02%
+335
137
$18.4K 0.02%
+127
138
$16.9K 0.02%
+329
139
$16.3K 0.02%
+788
140
$15.2K 0.02%
+100
141
$14.6K 0.01%
+174
142
$14.4K 0.01%
+358
143
$14.1K 0.01%
+137
144
$14K 0.01%
+225
145
$13.8K 0.01%
+63
146
$13K 0.01%
+519
147
$12.9K 0.01%
+100
148
$12.7K 0.01%
+230
149
$12.7K 0.01%
+275
150
$12.1K 0.01%
+142
4 5
6
7 8