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
201
$2.81K ﹤0.01%
+40
202
$2.8K ﹤0.01%
+132
203
$2.49K ﹤0.01%
+19
204
$2.1K ﹤0.01%
+15
205
$2.02K ﹤0.01%
+26
206
$1.97K ﹤0.01%
+40
207
$1.89K ﹤0.01%
+82
208
$1.83K ﹤0.01%
+70
209
$1.81K ﹤0.01%
+60
210
$1.81K ﹤0.01%
+25
211
$1.8K ﹤0.01%
+60
212
$1.69K ﹤0.01%
+5
213
$1.67K ﹤0.01%
+30
214
$1.63K ﹤0.01%
+100
215
$1.62K ﹤0.01%
+10
216
$1.61K ﹤0.01%
+9
217
$1.6K ﹤0.01%
+29
218
$1.47K ﹤0.01%
+6
219
$1.46K ﹤0.01%
+20
220
$1.46K ﹤0.01%
+21
221
$1.43K ﹤0.01%
+3
222
$1.41K ﹤0.01%
+23
223
$1.4K ﹤0.01%
+24
224
$1.39K ﹤0.01%
+12
225
$1.39K ﹤0.01%
+18
7 8
9
10 11