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
$241M
AUM Growth
-$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$1.3M
3
+$1.2M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.13M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$962K

Top Sells

1
+$1.72M
2
+$925K
3
+$893K
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$854K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$399K

Sector Composition

1 Technology 0.23%
2 Consumer Discretionary 0.2%
3 Energy 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$223K 0.09%
+2,698
52
$220K 0.09%
2,760
-3,682
53
$202K 0.08%
2,776
-110
54
$148K 0.06%
16,868
-13,502
55
– –
-2,565
1 2
3