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
176
$668 ﹤0.01%
10
177
$608 ﹤0.01%
10
178
$472 ﹤0.01%
5
179
$162 ﹤0.01%
2
180
$139 ﹤0.01%
20
181
$84 ﹤0.01%
1
182
$70 ﹤0.01%
10
183
$61 ﹤0.01%
4
184
$28 ﹤0.01%
3
185
– –
-3,870
186
– –
-60
187
– –
-12
188
– –
-590
4 5 6 7
8