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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
$139M
AUM Growth
-$9.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$726K
2
+$640K
3
+$471K
4
ARKF icon
ARK Blockchain & Fintech Innovation ETF
ARKF
+$338K
5
VST icon
Vistra
VST
+$191K

Top Sells

1
+$761K
2
+$375K
3
+$193K
4
IYE icon
iShares US Energy ETF
IYE
+$175K
5
SRCE icon
1st Source
SRCE
+$173K

Sector Composition

1 Technology 23.52%
2 Financials 7.58%
3 Industrials 2.95%
4 Consumer Discretionary 2.08%
5 Communication Services 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EFA icon
276
iShares MSCI EAFE ETF
EFA
$77.3B
– –
-1,622
EGP icon
277
EastGroup Properties
EGP
$11B
– –
-93
EMB icon
278
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.2B
– –
-13
EOG icon
279
EOG Resources
EOG
$69.7B
– –
-206
ES icon
280
Eversource Energy
ES
$26.4B
– –
-188
ESGE icon
281
iShares ESG Aware MSCI EM ETF
ESGE
$6.97B
– –
-27
ESGU icon
282
iShares ESG Aware MSCI USA ETF
ESGU
$17.5B
– –
-6
ESGV icon
283
Vanguard ESG US Stock ETF
ESGV
$13.3B
– –
-10
ESML icon
284
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.86B
– –
-3
EW icon
285
Edwards Lifesciences
EW
$51.2B
– –
-1,200
EWC icon
286
iShares MSCI Canada ETF
EWC
$5.86B
– –
-690
HD icon
287
Home Depot
HD
$337B
– –
-256
HIG icon
288
Hartford Financial Services
HIG
$35.9B
– –
-493
HON icon
289
Honeywell
HON
$147B
– –
-5
HYG icon
290
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.2B
– –
-666
IAGG icon
291
iShares Core International Aggregate Bond Fund
IAGG
$11B
– –
-9
IAU icon
292
iShares Gold Trust
IAU
$67.2B
– –
-675
IBIT icon
293
iShares Bitcoin Trust
IBIT
$50.3B
– –
-480
IDRV icon
294
iShares Self-Driving EV and Tech ETF
IDRV
$150M
– –
-40
IDU icon
295
iShares US Utilities ETF
IDU
$1.44B
– –
-32
IUSG icon
296
iShares Core S&P US Growth ETF
IUSG
$32.1B
– –
-165
IVE icon
297
iShares S&P 500 Value ETF
IVE
$48.1B
– –
-550
IVW icon
298
iShares S&P 500 Growth ETF
IVW
$74.9B
– –
-664
IWB icon
299
iShares Russell 1000 ETF
IWB
$48.6B
– –
-383
IYY icon
300
iShares Dow Jones US ETF
IYY
$3B
– –
-491
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