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
$87.3M
AUM Growth
-$1.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.15M
3
+$601K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$408K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$262K

Top Sells

1
+$293K
2
+$218K
3
+$142K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$107K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$94.4K

Sector Composition

1 Financials 1.52%
2 Consumer Discretionary 1.17%
3 Technology 1.13%
4 Industrials 0.72%
5 Consumer Staples 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.79K ﹤0.01%
+125
152
$3.79K ﹤0.01%
100
153
$3.68K ﹤0.01%
64
154
$3.5K ﹤0.01%
70
155
$3.37K ﹤0.01%
50
156
$3.18K ﹤0.01%
25
157
$3.12K ﹤0.01%
185
158
$3.03K ﹤0.01%
63
159
$2.99K ﹤0.01%
22
160
$2.75K ﹤0.01%
29
161
$2.69K ﹤0.01%
73
162
$1.98K ﹤0.01%
23
163
$1.81K ﹤0.01%
17
164
$1.52K ﹤0.01%
30
165
$1.43K ﹤0.01%
124
166
$1.33K ﹤0.01%
39
167
$1.22K ﹤0.01%
147
168
$1.2K ﹤0.01%
21
169
$1.15K ﹤0.01%
29
170
$1.09K ﹤0.01%
240
171
$1.03K ﹤0.01%
10
172
$862 ﹤0.01%
19
173
$825 ﹤0.01%
5
174
$781 ﹤0.01%
113
175
$767 ﹤0.01%
90
4 5 6
7
8