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
$99.3M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$9.39M
3
+$5.99M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$5.87M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$5.12M

Top Sells

No sells this quarter

Sector Composition

1 Financials 1.75%
2 Consumer Discretionary 1.5%
3 Technology 1.41%
4 Industrials 1.13%
5 Consumer Staples 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3K ﹤0.01%
+147
152
$3K ﹤0.01%
+29
153
$2K ﹤0.01%
+39
154
$2K ﹤0.01%
+30
155
$2K ﹤0.01%
+21
156
$2K ﹤0.01%
+29
157
$2K ﹤0.01%
+17
158
$1K ﹤0.01%
+240
159
$1K ﹤0.01%
+19
160
$1K ﹤0.01%
+5
161
$1K ﹤0.01%
+24
162
$1K ﹤0.01%
+10
163
$1K ﹤0.01%
+90
164
$0 ﹤0.01%
+10
165
$0 ﹤0.01%
+20
166
$0 ﹤0.01%
+2
167
$0 ﹤0.01%
+1
168
$0 ﹤0.01%
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169
$0 ﹤0.01%
+10
170
$0 ﹤0.01%
+3
171
$0 ﹤0.01%
+5
3 4 5 6
7