LPP
Life Planning Partners Portfolio holdings
AUM
$126M
This Quarter Return
-11.66%
1 Year Return
+12.37%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$88.9M
AUM Growth
+$88.9M
(-9.5%)
Cap. Flow
+$2.64M
Cap. Flow
% of AUM
2.97%
Top 10 Holdings %
Top 10 Hldgs %
57.75%
Holding
196
New
12
Increased
33
Reduced
16
Closed
11
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$518K |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$333K |
| 3 |
Vanguard Small-Cap Value ETF
VBR
|
$312K |
| 4 |
iShares Short-Term National Muni Bond ETF
SUB
|
$273K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$271K |
Top Sells
Sector Composition
| 1 | Financials | 1.56% |
| 2 | Technology | 1.22% |
| 3 | Consumer Discretionary | 1.07% |
| 4 | Industrials | 0.81% |
| 5 | Consumer Staples | 0.49% |
