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
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$7.55M
3
+$7.5M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.64M
5
IUSB icon
iShares Trust iShares Core Universal USD Bond ETF
IUSB
+$4.81M

Top Sells

No sells this quarter

Sector Composition

1 Financials 1.49%
2 Industrials 1.19%
3 Consumer Discretionary 1.03%
4 Technology 0.61%
5 Consumer Staples 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$12.1K 0.01%
+23
152
$11.7K 0.01%
+520
153
$11.3K 0.01%
+149
154
$11.1K 0.01%
+241
155
$10.9K 0.01%
+100
156
$10.9K 0.01%
+248
157
$10.2K 0.01%
+133
158
$9.91K 0.01%
+17
159
$9.46K 0.01%
+510
160
$9.23K 0.01%
+165
161
$8.68K 0.01%
+517
162
$8.56K 0.01%
+33
163
$8.3K 0.01%
+402
164
$7.86K 0.01%
+5
165
$7.79K 0.01%
+368
166
$7.79K 0.01%
+22
167
$7.57K 0.01%
+30
168
$7.49K 0.01%
+111
169
$6.7K 0.01%
+60
170
$6.7K 0.01%
+242
171
$6.6K 0.01%
+72
172
$6.46K 0.01%
+260
173
$6.31K 0.01%
+120
174
$6.16K 0.01%
+56
175
$5.59K 0.01%
+30
5 6
7
8 9