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FLA
Financial Life Advisors Portfolio holdings
AUM
$321M
1-Year Est. Return
12.89%
This Fund
S&P 500
1 Year Est. Return
+12.89%
AUM
$321M
AUM Growth
-$3.29M
(-1%)
Holding
56
Top Buys
| 1 | +$1.99M | |
| 2 | +$1.48M | |
| 3 | +$1.45M | |
| 4 |
iShares Core Universal USD Bond ETF
IUSB
|
+$1.15M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$1.06M |
Top Sells
| 1 | +$2.21M | |
| 2 | +$1.28M | |
| 3 | +$1.16M | |
| 4 |
SPDR Gold MiniShares Trust
GLDM
|
+$1.04M |
| 5 |
Columbia EM Core ex-China ETF
XCEM
|
+$332K |
Sector Composition
| 1 | Healthcare | 0.26% |
| 2 | Consumer Discretionary | 0.23% |
| 3 | Technology | 0.14% |
| 4 | Energy | 0.12% |
| 5 | Communication Services | 0.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard Total Stock Market ETF
VTI
$661B
| $234K | 0.07% |
728
|
|
||
52
Vanguard Mid-Cap ETF
VO
$105B
| $223K | 0.07% |
3,112
|
|
||
53
iShares Core MSCI EAFE ETF
IEFA
$184B
| – | – |
-3,028
|
|
||
54
iShares Russell Mid-Cap ETF
IWR
$56.1B
| – | – |
-2,118
|
|
||
55
Microsoft
MSFT
$2.97T
| – | – |
-535
|
|
||
56
NVIDIA
NVDA
$5.15T
| – | – |
-1,134
|
|