FLP

Financial Life Planners Portfolio holdings

AUM $149M
1-Year Est. Return 33.2%
This Quarter Est. Return
1 Year Est. Return
+33.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1 +$1.04M
2 +$985K
3 +$658K
4
BTCW icon
WisdomTree Bitcoin Fund
BTCW
+$469K
5
PLTR icon
Palantir
PLTR
+$404K

Sector Composition

1 Technology 22.25%
2 Financials 8.77%
3 Industrials 4.16%
4 Consumer Discretionary 2.12%
5 Consumer Staples 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LIN icon
226
Linde
LIN
$198B
$14.2K 0.01%
+30
ABT icon
227
Abbott
ABT
$221B
$13.4K 0.01%
+100
ES icon
228
Eversource Energy
ES
$25.5B
$13.3K 0.01%
+188
MDLZ icon
229
Mondelez International
MDLZ
$69.6B
$13.1K 0.01%
+210
BITO icon
230
ProShares Bitcoin Strategy ETF
BITO
$2.35B
$13K 0.01%
+660
ASML icon
231
ASML
ASML
$418B
$12.6K 0.01%
+13
VICI icon
232
VICI Properties
VICI
$30.3B
$12.3K 0.01%
+378
VLTO icon
233
Veralto
VLTO
$24.7B
$12.2K 0.01%
+115
NFXL
234
Direxion Daily NFLX Bull 2X Shares
NFXL
$115M
$12.1K 0.01%
+216
VRT icon
235
Vertiv
VRT
$61.4B
$12.1K 0.01%
+80
B
236
Barrick Mining
B
$72.4B
$11.8K 0.01%
+359
IWN icon
237
iShares Russell 2000 Value ETF
IWN
$12.1B
$11.7K 0.01%
+66
AOA icon
238
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.71B
$11.6K 0.01%
+131
CRBN icon
239
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$978M
$11.3K 0.01%
+50
SPG icon
240
Simon Property Group
SPG
$59.6B
$11.3K 0.01%
+60
DDOG icon
241
Datadog
DDOG
$49.1B
$11.3K 0.01%
+79
AYI icon
242
Acuity Brands
AYI
$11B
$10.9K 0.01%
+32
CSCO icon
243
Cisco
CSCO
$306B
$10.7K 0.01%
+156
VEA icon
244
Vanguard FTSE Developed Markets ETF
VEA
$189B
$10.2K 0.01%
+171
NUE icon
245
Nucor
NUE
$37.1B
$10.2K 0.01%
+75
VTI icon
246
Vanguard Total Stock Market ETF
VTI
$564B
$9.98K 0.01%
+30
LUV icon
247
Southwest Airlines
LUV
$21.8B
$9.91K 0.01%
+310
CSQ icon
248
Calamos Strategic Total Return Fund
CSQ
$3.03B
$9.9K 0.01%
+513
SOXX icon
249
iShares Semiconductor ETF
SOXX
$16.6B
$9.87K 0.01%
+36
BND icon
250
Vanguard Total Bond Market
BND
$144B
$9.82K 0.01%
+132