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
276
$5.46K ﹤0.01%
+1,140
277
$5.42K ﹤0.01%
+60
278
$5.29K ﹤0.01%
+56
279
$4.53K ﹤0.01%
+42
280
$4.5K ﹤0.01%
+45
281
$4.11K ﹤0.01%
+43
282
$4.09K ﹤0.01%
+17
283
$3.65K ﹤0.01%
+22
284
$3.55K ﹤0.01%
+32
285
$3.52K ﹤0.01%
+36
286
$3.47K ﹤0.01%
+100
287
$3.35K ﹤0.01%
+33
288
$3.31K ﹤0.01%
+25
289
$3.27K ﹤0.01%
+116
290
$2.94K ﹤0.01%
+500
291
$2.89K ﹤0.01%
+100
292
$2.56K ﹤0.01%
+62
293
$2.55K ﹤0.01%
+52
294
$2.54K ﹤0.01%
+13
295
$2.43K ﹤0.01%
+48
296
$2.09K ﹤0.01%
+20
297
$2.02K ﹤0.01%
+50
298
$2K ﹤0.01%
+24
299
$1.98K ﹤0.01%
+40
300
$1.98K ﹤0.01%
+534
10 11
12
13 14