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