FLA

Financial Life Advisors Portfolio holdings

AUM $292M
1-Year Est. Return 10.27%
This Quarter Est. Return
1 Year Est. Return
+10.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
+$2.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Discretionary 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-91,137