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
$88.9M
AUM Growth
-$9.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$518K
2
+$333K
3
+$312K
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$273K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$271K

Top Sells

1
+$391K
2
+$239K
3
+$61.9K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$55.8K
5
ITM icon
VanEck Intermediate Muni ETF
ITM
+$45K

Sector Composition

1 Financials 1.56%
2 Technology 1.22%
3 Consumer Discretionary 1.07%
4 Industrials 0.81%
5 Consumer Staples 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4K ﹤0.01%
+60
152
$4K ﹤0.01%
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153
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23
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$3K ﹤0.01%
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100
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$3K ﹤0.01%
+25
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$3K ﹤0.01%
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22
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$1K ﹤0.01%
+12
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5
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+113
172
$1K ﹤0.01%
10
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90
174
$1K ﹤0.01%
+124
175
$1K ﹤0.01%
10
4 5 6
7
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