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
251
$9.58K 0.01%
+32
252
$8.68K 0.01%
+259
253
$8.62K 0.01%
+88
254
$8.58K 0.01%
+2,000
255
$8.54K 0.01%
+122
256
$8.48K 0.01%
+22
257
$8.14K 0.01%
+30
258
$7.99K 0.01%
+250
259
$7.78K 0.01%
+10
260
$7.78K 0.01%
+153
261
$7.72K 0.01%
+353
262
$7.02K ﹤0.01%
+50
263
$6.57K ﹤0.01%
+48
264
$6.43K ﹤0.01%
+572
265
$6.29K ﹤0.01%
+16
266
$6.22K ﹤0.01%
+54
267
$6.14K ﹤0.01%
+24
268
$6.1K ﹤0.01%
+76
269
$5.88K ﹤0.01%
+120
270
$5.83K ﹤0.01%
+200
271
$5.67K ﹤0.01%
+40
272
$5.59K ﹤0.01%
+666
273
$5.59K ﹤0.01%
+62
274
$5.48K ﹤0.01%
+15
275
$5.47K ﹤0.01%
+40
9 10
11
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