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
251
$10.8K 0.01%
+331
252
$10.8K 0.01%
+192
253
$10.2K 0.01%
+304
254
$10K 0.01%
+151
255
$9.97K 0.01%
+572
256
$9.96K 0.01%
+130
257
$9.96K 0.01%
+58
258
$9.55K 0.01%
+49
259
$9.54K 0.01%
+139
260
$9.54K 0.01%
+29
261
$9.53K 0.01%
+21
262
$9.47K 0.01%
+48
263
$9.31K 0.01%
+24
264
$9.27K 0.01%
+32
265
$9.25K 0.01%
+129
266
$8.98K 0.01%
+32
267
$8.76K 0.01%
+30
268
$8.68K 0.01%
+91
269
$8.68K 0.01%
+311
270
$8.65K 0.01%
+18
271
$8.62K 0.01%
+487
272
$8.06K 0.01%
+202
273
$8.04K 0.01%
+168
274
$7.88K 0.01%
+200
275
$7.84K 0.01%
+105