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
1
$11.5M 13.14%
144,253
-1,791
2
$7.93M 9.09%
77,278
+18,830
3
$6.29M 7.21%
119,443
-5,558
4
$5.09M 5.83%
28,351
+6,385
5
$4.99M 5.71%
112,031
-1,863
6
$4.49M 5.14%
93,236
+2,266
7
$2.81M 3.21%
65,293
-2,494
8
$2.72M 3.11%
74,711
+11,224
9
$2.7M 3.09%
70,757
-93
10
$2.34M 2.68%
30,913
-1,248
11
$2.25M 2.57%
87,104
12
$2.03M 2.32%
27,597
-408
13
$1.89M 2.17%
18,454
-808
14
$1.65M 1.89%
45,136
+5,454
15
$1.64M 1.88%
20,689
-821
16
$1.59M 1.82%
33,482
-4,600
17
$1.55M 1.77%
24,720
18
$1.41M 1.61%
8,619
19
$1.28M 1.46%
13,772
+1,962
20
$1.11M 1.27%
6,501
+234
21
$1.11M 1.27%
46,302
-618
22
$1.06M 1.21%
14,821
+738
23
$880K 1.01%
46,601
24
$739K 0.85%
2,787
25
$725K 0.83%
18,667
1
2 3 4 5