FLP

Financial Life Planners Portfolio holdings

AUM $130M
1-Year Est. Return 28.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
-$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1 +$218K
2 +$210K
3 +$192K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$191K
5
GEV icon
GE Vernova
GEV
+$183K

Top Sells

1 +$2.35M
2 +$2.28M
3 +$729K
4
V icon
Visa
V
+$406K
5
VST icon
Vistra
VST
+$305K

Sector Composition

1 Technology 22.46%
2 Financials 7.04%
3 Consumer Staples 2.45%
4 Consumer Discretionary 2.21%
5 Industrials 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AOA icon
226
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.04B
$11.8K 0.01%
+133
LUV icon
227
Southwest Airlines
LUV
$18.9B
$11.7K 0.01%
+312
CGCB icon
228
Capital Group Core Bond ETF
CGCB
$4.76B
$11.6K 0.01%
+440
SPG icon
229
Simon Property Group
SPG
$65.8B
$11.5K 0.01%
+61
BLOK icon
230
Amplify Blockchain Technology ETF
BLOK
$1.18B
$11.3K 0.01%
+227
CRBN icon
231
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.08B
$11.2K 0.01%
+50
VEA icon
232
Vanguard FTSE Developed Markets ETF
VEA
$220B
$11.2K 0.01%
+174
ETHA
233
iShares Ethereum Trust ETF
ETHA
$7.69B
$10.8K 0.01%
+684
VICI icon
234
VICI Properties
VICI
$30.8B
$10.6K 0.01%
+390
BITX icon
235
2x Bitcoin Strategy ETF
BITX
$1.3B
$10.5K 0.01%
+713
ABT icon
236
Abbott
ABT
$156B
$10.3K 0.01%
+100
VLTO icon
237
Veralto
VLTO
$21.5B
$10.2K 0.01%
+115
VTR icon
238
Ventas
VTR
$42.8B
$10.1K 0.01%
+124
SNDA icon
239
Sonida Senior Living
SNDA
$1.77B
$10.1K 0.01%
+313
BND icon
240
Vanguard Total Bond Market
BND
$151B
$9.91K 0.01%
+135
VBK icon
241
Vanguard Small-Cap Growth ETF
VBK
$22.5B
$9.76K 0.01%
+32
RXRX icon
242
Recursion Pharmaceuticals
RXRX
$1.79B
$9.17K 0.01%
+2,986
EXE
243
Expand Energy Corp
EXE
$24B
$9.05K 0.01%
+82
AYI icon
244
Acuity Brands
AYI
$8.77B
$8.92K 0.01%
+32
VTWO icon
245
Vanguard Russell 2000 ETF
VTWO
$15.7B
$8.89K 0.01%
+89
MCK icon
246
McKesson
MCK
$99.7B
$8.73K 0.01%
+10
CGDV icon
247
Capital Group Dividend Value ETF
CGDV
$32.7B
$8.68K 0.01%
+204
IWV icon
248
iShares Russell 3000 ETF
IWV
$19B
$8.33K 0.01%
+22
JPST icon
249
JPMorgan Ultra-Short Income ETF
JPST
$37.5B
$7.92K 0.01%
+157
PEP icon
250
PepsiCo
PEP
$215B
$7.76K 0.01%
+50