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LPP

Life Planning Partners Portfolio holdings

AUM $131M
1-Year Est. Return 16.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.11%
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
+$811K
2
+$687K
3
+$664K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$441K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$296K

Top Sells

1
+$213K
2
+$157K
3
+$126K
4
CYA
Simplify Tail Risk Strategy ETF
CYA
+$69K
5
VV icon
Vanguard Large-Cap ETF
VV
+$55.5K

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
176
$0 ﹤0.01%
5
177
$0 ﹤0.01%
3
178
– –
-207
179
$0 ﹤0.01%
10
180
– –
-240
181
– –
-24
182
$0 ﹤0.01%
20
183
$0 ﹤0.01%
2
184
– –
-144
185
$0 ﹤0.01%
4
186
$0 ﹤0.01%
1
4 5 6 7
8