We are live on ! Find out more
LPP

Life Planning Partners Portfolio holdings

AUM $131M
1-Year Est. Return 16.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$100M
AUM Growth
-$1.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$416K
3
+$408K
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$311K
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$279K

Top Sells

1
+$829K
2
+$513K
3
+$420K
4
VTES icon
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
+$387K
5
AVES icon
Avantis Emerging Markets Value ETF
AVES
+$238K

Sector Composition

1 Industrials 1.11%
2 Financials 0.95%
3 Consumer Discretionary 0.49%
4 Healthcare 0.29%
5 Energy 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-1,144
127
– –
-3,158
128
– –
-788
129
– –
-10
130
– –
-968
131
– –
-1,465
132
– –
-82
133
– –
-1,797
134
– –
-2,172
135
– –
-72
136
– –
-3
137
– –
-685
138
– –
-56
139
– –
-223
140
– –
-9
141
– –
-650
142
– –
-370
143
– –
-414
144
– –
-10
145
– –
-100
146
– –
-340
147
– –
-720
148
– –
-1,986
149
– –
-185
150
– –
-14
4 5
6
7 8