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
$232M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$1.68M
3
+$1.09M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$732K
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$621K

Top Sells

1
+$1.48M
2
+$573K
3
+$431K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$195K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$152K

Sector Composition

1 Consumer Discretionary 0.36%
2 Technology 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$240K 0.1%
4,751
52
$225K 0.1%
565
-6
53
$220K 0.09%
8,444
-1,896
54
$202K 0.09%
+2,565
55
$201K 0.09%
+2,886
56
$201K 0.09%
31,589
-1,444
1 2
3