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
176
$5.57K 0.01%
+97
177
$5.57K 0.01%
+165
178
$5.56K 0.01%
+23
179
$5.51K 0.01%
+203
180
$5.05K 0.01%
+214
181
$4.93K ﹤0.01%
+117
182
$4.63K ﹤0.01%
+200
183
$4.6K ﹤0.01%
+16
184
$4.52K ﹤0.01%
+1,679
185
$4.42K ﹤0.01%
+30
186
$4.38K ﹤0.01%
+189
187
$4.37K ﹤0.01%
+226
188
$4.36K ﹤0.01%
+70
189
$4.26K ﹤0.01%
+210
190
$4.11K ﹤0.01%
+25
191
$3.92K ﹤0.01%
+1,095
192
$3.71K ﹤0.01%
+185
193
$3.64K ﹤0.01%
+22
194
$3.46K ﹤0.01%
+30
195
$3.37K ﹤0.01%
+14
196
$3.24K ﹤0.01%
+29
197
$3.1K ﹤0.01%
+89
198
$3.06K ﹤0.01%
+147
199
$2.98K ﹤0.01%
+39
200
$2.98K ﹤0.01%
+17
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