FLA
Financial Life Advisors Portfolio holdings
AUM
$292M
1-Year Return
10.27%
This Quarter Return
+4.35%
1 Year Return
+10.27%
3 Year Return
+31.29%
5 Year Return
+34.77%
10 Year Return
–
AUM
$191M
AUM Growth
+$21.8M
(+13%)
Cap. Flow
+$14.8M
Cap. Flow
% of AUM
7.75%
Top 10 Holdings %
Top 10 Hldgs %
75.62%
Holding
48
New
25
Increased
12
Reduced
10
Closed
–
Top Buys
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$5.35M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.35M |
| 3 |
iShares S&P 500 Value ETF
IVE
|
$1.01M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$959K |
| 5 |
Vanguard Mid-Cap Growth ETF
VOT
|
$912K |
Top Sells
| 1 |
Schwab US TIPS ETF
SCHP
|
$5.08M |
| 2 |
Vanguard Growth ETF
VUG
|
$492K |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$412K |
| 4 |
Vanguard Value ETF
VTV
|
$263K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$148K |
Sector Composition
| 1 | Consumer Discretionary | 0.34% |
