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
MSOS icon
276
AdvisorShares Pure US Cannabis ETF
MSOS
$1.17B
$5.46K ﹤0.01%
+1,140
IYG icon
277
iShares US Financial Services ETF
IYG
$2.05B
$5.42K ﹤0.01%
+60
VGT icon
278
Vanguard Information Technology ETF
VGT
$111B
$5.29K ﹤0.01%
+7
ORLY icon
279
O'Reilly Automotive
ORLY
$78.7B
$4.53K ﹤0.01%
+42
IUSV icon
280
iShares Core S&P US Value ETF
IUSV
$24.1B
$4.5K ﹤0.01%
+45
USMV icon
281
iShares MSCI USA Min Vol Factor ETF
USMV
$22.5B
$4.11K ﹤0.01%
+43
WDAY icon
282
Workday
WDAY
$56.8B
$4.09K ﹤0.01%
+17
QCOM icon
283
Qualcomm
QCOM
$188B
$3.65K ﹤0.01%
+22
IDU icon
284
iShares US Utilities ETF
IDU
$1.75B
$3.55K ﹤0.01%
+32
BSX icon
285
Boston Scientific
BSX
$137B
$3.52K ﹤0.01%
+36
MGM icon
286
MGM Resorts International
MGM
$10.1B
$3.47K ﹤0.01%
+100
GBIL icon
287
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$6.51B
$3.35K ﹤0.01%
+33
CRCL
288
Circle Internet Group
CRCL
$19.3B
$3.31K ﹤0.01%
+25
T icon
289
AT&T
T
$171B
$3.27K ﹤0.01%
+116
MGRM
290
DELISTED
Monogram Orthopaedics
MGRM
$2.94K ﹤0.01%
+500
CCL icon
291
Carnival Corp
CCL
$37.5B
$2.89K ﹤0.01%
+100
ETOR
292
eToro Group
ETOR
$3.05B
$2.56K ﹤0.01%
+62
FTV icon
293
Fortive
FTV
$17.4B
$2.55K ﹤0.01%
+52
WSM icon
294
Williams-Sonoma
WSM
$22.1B
$2.54K ﹤0.01%
+13
BTC
295
Grayscale Bitcoin Mini Trust ETF
BTC
$3.83B
$2.43K ﹤0.01%
+48
MUB icon
296
iShares National Muni Bond ETF
MUB
$41.5B
$2.09K ﹤0.01%
+20
CHWY icon
297
Chewy
CHWY
$13.8B
$2.02K ﹤0.01%
+50
SBUX icon
298
Starbucks
SBUX
$97B
$2K ﹤0.01%
+24
SPHD icon
299
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.06B
$1.98K ﹤0.01%
+40
NNOX icon
300
Nano X Imaging
NNOX
$208M
$1.98K ﹤0.01%
+534