LPP
Life Planning Partners Portfolio holdings
AUM
$126M
This Quarter Return
+8.75%
1 Year Return
+12.37%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$102M
AUM Growth
–
Cap. Flow
+$102M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
55.25%
Holding
263
New
263
Increased
–
Reduced
–
Closed
–
Top Buys
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% |
