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
$100M
AUM Growth
-$1.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$434K
3
+$408K
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$324K
5
ABBV icon
AbbVie
ABBV
+$292K

Top Sells

1
+$894K
2
+$512K
3
+$428K
4
VTES icon
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
+$387K
5
AVES icon
Avantis Emerging Markets Value ETF
AVES
+$238K

Sector Composition

1 Industrials 1.11%
2 Financials 0.95%
3 Consumer Discretionary 0.49%
4 Healthcare 0.29%
5 Energy 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.1M 16%
139,336
-25
2
$8.4M 8.37%
113,214
+5,848
3
$7.3M 7.27%
28,081
+91
4
$6.93M 6.91%
66,213
-4,887
5
$4.63M 4.61%
101,498
-2,841
6
$4.18M 4.16%
83,297
+4,392
7
$3.86M 3.84%
74,728
+3,154
8
$3.43M 3.42%
31,876
+12,608
9
$3.12M 3.11%
87,061
10
$2.24M 2.24%
9,818
+945
11
$2.24M 2.23%
24,720
12
$2.2M 2.19%
43,546
-4,090
13
$2.1M 2.09%
26,083
-959
14
$1.95M 1.94%
46,715
+1,615
15
$1.94M 1.93%
46,061
-3,223
16
$1.86M 1.85%
24,682
-848
17
$1.59M 1.59%
6,652
-314
18
$1.5M 1.49%
30,443
-105
19
$1.39M 1.39%
11,930
-518
20
$1.35M 1.35%
78,205
-51,693
21
$1.23M 1.23%
16,970
+1,460
22
$1.21M 1.21%
21,238
+3,048
23
$1.19M 1.18%
46,601
24
$1.11M 1.1%
42,386
+2,875
25
$912K 0.91%
15,557
+2
1
2 3 4 5