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
+$31.8K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$6.69M
3
+$5.24M
4
OEF icon
iShares S&P 100 ETF
OEF
+$4.5M
5
IYW icon
iShares US Technology ETF
IYW
+$1.43M

Top Sells

1
+$5.97M
2
+$5.13M
3
+$4.51M
4
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$4.33M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$3.66M

Sector Composition

1 Healthcare 0.27%
2 Consumer Discretionary 0.19%
3 Energy 0.09%
4 Technology 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$271K 0.12%
5,846
+523
52
$268K 0.12%
3,862
-53
53
$267K 0.11%
2,424
-817
54
$262K 0.11%
4,735
-650
55
$252K 0.11%
4,988
-3,616
56
$250K 0.11%
1,075
-293
57
$217K 0.09%
2,175
58
$212K 0.09%
+1,103
59
– –
-4,423
60
– –
-1,429
61
– –
-2,206
62
– –
-1,280
63
– –
-3,989
1 2
3