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
$98.2M
AUM Growth
-$1.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$806K
2
+$677K
3
+$672K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$447K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$286K

Top Sells

1
+$211K
2
+$155K
3
+$122K
4
CYA
Simplify Tail Risk Strategy ETF
CYA
+$69K
5
VV icon
Vanguard Large-Cap ETF
VV
+$56.3K

Sector Composition

1 Financials 1.78%
2 Consumer Discretionary 1.43%
3 Technology 1.28%
4 Industrials 0.99%
5 Consumer Staples 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4K ﹤0.01%
+64
152
$4K ﹤0.01%
22
153
$4K ﹤0.01%
50
154
$4K ﹤0.01%
+89
155
$4K ﹤0.01%
73
156
$4K ﹤0.01%
15
-31
157
$4K ﹤0.01%
+56
158
$4K ﹤0.01%
185
159
$3K ﹤0.01%
29
160
$3K ﹤0.01%
+63
161
$3K ﹤0.01%
23
162
$3K ﹤0.01%
147
163
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10
-30
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$2K ﹤0.01%
29
165
$2K ﹤0.01%
10
166
$2K ﹤0.01%
17
167
$2K ﹤0.01%
21
168
$2K ﹤0.01%
30
169
$2K ﹤0.01%
39
170
$1K ﹤0.01%
10
171
$1K ﹤0.01%
5
172
$1K ﹤0.01%
19
173
$1K ﹤0.01%
240
174
$1K ﹤0.01%
90
175
– –
-240
4 5 6
7
8