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
276
$7.8K 0.01%
+87
277
$7.61K 0.01%
+50
278
$7.51K 0.01%
+63
279
$7.46K 0.01%
+148
280
$7.45K 0.01%
+30
281
$7.42K 0.01%
+22
282
$7.35K 0.01%
+246
283
$7.03K 0.01%
+119
284
$6.96K 0.01%
+250
285
$6.87K 0.01%
+164
286
$6.87K 0.01%
+198
287
$6.64K 0.01%
+229
288
$6.15K 0.01%
+27
289
$5.96K 0.01%
+97
290
$5.78K ﹤0.01%
+74
291
$5.72K ﹤0.01%
+10
292
$5.3K ﹤0.01%
+15
293
$5.01K ﹤0.01%
+40
294
$4.75K ﹤0.01%
+61
295
$4.72K ﹤0.01%
+35
296
$4.39K ﹤0.01%
+7
297
$4.39K ﹤0.01%
+17
298
$4.25K ﹤0.01%
+1,115
299
$4.25K ﹤0.01%
+72
300
$4.11K ﹤0.01%
+44
10 11
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