FLP

Financial Life Planners Portfolio holdings

AUM $123M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1 +$23.6M
2 +$21.6M
3 +$11.3M
4
AAPL icon
Apple
AAPL
+$7.21M
5
MSFT icon
Microsoft
MSFT
+$6.29M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.94%
2 Financials 4.61%
3 Consumer Discretionary 2.81%
4 Consumer Staples 2.36%
5 Industrials 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$16.1K 0.01%
+40
227
$16.1K 0.01%
+143
228
$16K 0.01%
+36
229
$15.9K 0.01%
+71
230
$15.9K 0.01%
+300
231
$15.8K 0.01%
+120
232
$14.6K 0.01%
+91
233
$14K 0.01%
+76
234
$13.9K 0.01%
+97
235
$13.8K 0.01%
+24
236
$13.4K 0.01%
+109
237
$13.3K 0.01%
+118
238
$13.3K 0.01%
+28
239
$13K 0.01%
+366
240
$12.8K 0.01%
+259
241
$12.7K 0.01%
+102
242
$12.5K 0.01%
+507
243
$12.4K 0.01%
+30
244
$12.4K 0.01%
+150
245
$12.3K 0.01%
+214
246
$12.3K 0.01%
+205
247
$11.7K 0.01%
+114
248
$11.5K 0.01%
+53
249
$11.5K 0.01%
+3,821
250
$10.9K 0.01%
+243