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
$149M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$1,000K
2
+$940K
3
+$623K
4
BTCW icon
WisdomTree Bitcoin Fund
BTCW
+$469K
5
PLTR icon
Palantir
PLTR
+$359K

Top Sells

1
+$764K
2
+$281K
3
+$197K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$151K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$146K

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
226
$14.2K 0.01%
+30
227
$13.4K 0.01%
+100
228
$13.3K 0.01%
+188
229
$13.1K 0.01%
+210
230
$13K 0.01%
+660
231
$12.6K 0.01%
+13
232
$12.3K 0.01%
+378
233
$12.2K 0.01%
+115
234
$12.1K 0.01%
+216
235
$12.1K 0.01%
+80
236
$11.8K 0.01%
+359
237
$11.7K 0.01%
+66
238
$11.6K 0.01%
+131
239
$11.3K 0.01%
+50
240
$11.3K 0.01%
+60
241
$11.3K 0.01%
+79
242
$10.9K 0.01%
+32
243
$10.7K 0.01%
+156
244
$10.2K 0.01%
+171
245
$10.2K 0.01%
+75
246
$9.98K 0.01%
+30
247
$9.91K 0.01%
+310
248
$9.9K 0.01%
+513
249
$9.87K 0.01%
+36
250
$9.82K 0.01%
+132
8 9
10
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