FLP

Financial Life Planners Portfolio holdings

AUM $139M
1-Year Est. Return 27.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.95%
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

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
$20.6B
$9.58K 0.01%
+32
INTC icon
252
Intel
INTC
$221B
$8.68K 0.01%
+259
VTWO icon
253
Vanguard Russell 2000 ETF
VTWO
$14B
$8.62K 0.01%
+88
RR icon
254
Richtech Robotics
RR
$521M
$8.58K 0.01%
+2,000
VTR icon
255
Ventas
VTR
$41.7B
$8.54K 0.01%
+122
IWV icon
256
iShares Russell 3000 ETF
IWV
$17.4B
$8.48K 0.01%
+22
SAP icon
257
SAP
SAP
$223B
$8.14K 0.01%
+30
SCHG icon
258
Schwab US Large-Cap Growth ETF
SCHG
$50B
$7.99K 0.01%
+250
MCK icon
259
McKesson
MCK
$115B
$7.78K 0.01%
+10
JPST icon
260
JPMorgan Ultra-Short Income ETF
JPST
$37.5B
$7.78K 0.01%
+153
TUA icon
261
Simplify Short Term Treasury Futures Strategy ETF
TUA
$659M
$7.72K 0.01%
+353
PEP icon
262
PepsiCo
PEP
$214B
$7.02K ﹤0.01%
+50
GDDY icon
263
GoDaddy
GDDY
$11.3B
$6.57K ﹤0.01%
+48
AAL icon
264
American Airlines Group
AAL
$7.2B
$6.43K ﹤0.01%
+572
WSO icon
265
Watsco Inc
WSO
$15.4B
$6.29K ﹤0.01%
+16
DIS icon
266
Walt Disney
DIS
$178B
$6.22K ﹤0.01%
+54
VB icon
267
Vanguard Small-Cap ETF
VB
$71.3B
$6.14K ﹤0.01%
+24
VCSH icon
268
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.7B
$6.1K ﹤0.01%
+76
TTD icon
269
Trade Desk
TTD
$13.4B
$5.88K ﹤0.01%
+120
TENB icon
270
Tenable Holdings
TENB
$2.34B
$5.83K ﹤0.01%
+200
QQEW icon
271
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.68B
$5.67K ﹤0.01%
+40
CGNT icon
272
Cognyte Software
CGNT
$615M
$5.59K ﹤0.01%
+666
CWB icon
273
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.29B
$5.59K ﹤0.01%
+62
SYK icon
274
Stryker
SYK
$135B
$5.48K ﹤0.01%
+15
CRWV
275
CoreWeave Inc
CRWV
$43.7B
$5.47K ﹤0.01%
+40