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
1
$14.7M 14.43%
+139,361
2
$7.55M 7.43%
+107,366
3
$7.5M 7.38%
+71,100
4
$6.64M 6.53%
+27,990
5
$4.81M 4.73%
+104,339
6
$3.78M 3.72%
+78,905
7
$3.62M 3.56%
+71,574
8
$2.96M 2.91%
+87,061
9
$2.43M 2.39%
+47,636
10
$2.2M 2.16%
+27,042
11
$2.1M 2.07%
+49,284
12
$2.09M 2.06%
+19,268
13
$2.08M 2.05%
+24,720
14
$2.07M 2.04%
+129,898
15
$1.95M 1.92%
+25,530
16
$1.89M 1.86%
+8,873
17
$1.85M 1.82%
+45,100
18
$1.52M 1.5%
+6,966
19
$1.5M 1.48%
+30,548
20
$1.43M 1.41%
+12,448
21
$1.29M 1.27%
+14,492
22
$1.14M 1.12%
+15,510
23
$1.14M 1.12%
+46,601
24
$1.05M 1.04%
+39,511
25
$943K 0.93%
+18,190
1
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