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
VBK icon
251
Vanguard Small-Cap Growth ETF
VBK
$20.7B
$9.58K 0.01%
+32
INTC icon
252
Intel
INTC
$178B
$8.68K 0.01%
+259
VTWO icon
253
Vanguard Russell 2000 ETF
VTWO
$13.8B
$8.62K 0.01%
+88
RR icon
254
Richtech Robotics
RR
$722M
$8.58K 0.01%
+2,000
VTR icon
255
Ventas
VTR
$36.9B
$8.54K 0.01%
+122
IWV icon
256
iShares Russell 3000 ETF
IWV
$18.1B
$8.48K 0.01%
+22
SAP icon
257
SAP
SAP
$283B
$8.14K 0.01%
+30
SCHG icon
258
Schwab US Large-Cap Growth ETF
SCHG
$52B
$7.99K 0.01%
+250
MCK icon
259
McKesson
MCK
$99.8B
$7.78K 0.01%
+10
JPST icon
260
JPMorgan Ultra-Short Income ETF
JPST
$35.4B
$7.78K 0.01%
+153
TUA icon
261
Simplify Short Term Treasury Futures Strategy ETF
TUA
$673M
$7.72K 0.01%
+353
PEP icon
262
PepsiCo
PEP
$206B
$7.02K ﹤0.01%
+50
GDDY icon
263
GoDaddy
GDDY
$16.9B
$6.57K ﹤0.01%
+48
AAL icon
264
American Airlines Group
AAL
$10.5B
$6.43K ﹤0.01%
+572
WSO icon
265
Watsco Inc
WSO
$13.9B
$6.29K ﹤0.01%
+16
DIS icon
266
Walt Disney
DIS
$200B
$6.22K ﹤0.01%
+54
VB icon
267
Vanguard Small-Cap ETF
VB
$69.1B
$6.14K ﹤0.01%
+24
VCSH icon
268
Vanguard Short-Term Corporate Bond ETF
VCSH
$40B
$6.1K ﹤0.01%
+76
TTD icon
269
Trade Desk
TTD
$17.5B
$5.88K ﹤0.01%
+120
TENB icon
270
Tenable Holdings
TENB
$2.93B
$5.83K ﹤0.01%
+200
QQEW icon
271
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
$1.88B
$5.67K ﹤0.01%
+40
CGNT icon
272
Cognyte Software
CGNT
$691M
$5.59K ﹤0.01%
+666
CWB icon
273
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$4.54B
$5.59K ﹤0.01%
+62
SYK icon
274
Stryker
SYK
$135B
$5.48K ﹤0.01%
+15
CRWV
275
CoreWeave Inc
CRWV
$34B
$5.47K ﹤0.01%
+40