FLA

Financial Life Advisors Portfolio holdings

AUM $311M
1-Year Est. Return 11.17%
This Quarter Est. Return
1 Year Est. Return
+11.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
-$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.23M
3
+$450K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$368K
5
CXP
COLUMBIA PROPERTY TRUST, INC.
CXP
+$335K

Top Sells

1
+$2.53M
2
+$2.31M
3
+$2.14M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.07M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$847K

Sector Composition

1 Energy 0.47%
2 Real Estate 0.31%
3 Consumer Staples 0.29%
4 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-8,153
1 2
3