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
$254M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Sells

1 +$334K
2 +$225K
3 +$126K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$113K
5
VTV icon
Vanguard Value ETF
VTV
+$94.2K

Sector Composition

1 Technology 0.25%
2 Consumer Discretionary 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$216K 0.09%
8,444
52
$213K 0.08%
+2,886
53
$210K 0.08%
30,370
-1,219
54
$202K 0.08%
2,565
55
-4,268