LPP
Life Planning Partners Portfolio holdings
AUM
$126M
This Quarter Return
+4.49%
1 Year Return
+12.37%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$100M
AUM Growth
+$100M
(-1.2%)
Cap. Flow
-$5.13M
Cap. Flow
% of AUM
-5.11%
Top 10 Holdings %
Top 10 Hldgs %
59.91%
Holding
265
New
2
Increased
21
Reduced
22
Closed
204
Top Buys
| 1 |
iShares National Muni Bond ETF
MUB
|
$1.36M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$434K |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$408K |
| 4 |
iShares Russell Top 200 Growth ETF
IWY
|
$324K |
| 5 |
AbbVie
ABBV
|
$292K |
Top Sells
Sector Composition
| 1 | Industrials | 1.11% |
| 2 | Financials | 0.95% |
| 3 | Consumer Discretionary | 0.49% |
| 4 | Healthcare | 0.29% |
| 5 | Energy | 0.2% |
