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
URI icon
301
United Rentals
URI
$52.3B
$1.94K ﹤0.01%
+2
RDIV icon
302
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$861M
$1.8K ﹤0.01%
+35
BOTZ icon
303
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.08B
$1.74K ﹤0.01%
+49
NIO icon
304
NIO
NIO
$12.6B
$1.58K ﹤0.01%
+207
IDRV icon
305
iShares Self-Driving EV and Tech ETF
IDRV
$165M
$1.48K ﹤0.01%
+40
ROK icon
306
Rockwell Automation
ROK
$44.9B
$1.4K ﹤0.01%
+4
PANW icon
307
Palo Alto Networks
PANW
$131B
$1.22K ﹤0.01%
+6
EMB icon
308
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16.5B
$1.21K ﹤0.01%
+13
ESGV icon
309
Vanguard ESG US Stock ETF
ESGV
$11.7B
$1.2K ﹤0.01%
+10
DGS icon
310
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.6B
$1.18K ﹤0.01%
+21
ESGE icon
311
iShares ESG Aware MSCI EM ETF
ESGE
$5.4B
$1.16K ﹤0.01%
+27
HON icon
312
Honeywell
HON
$125B
$1.14K ﹤0.01%
+5
MU icon
313
Micron Technology
MU
$261B
$1.01K ﹤0.01%
+6
DT icon
314
Dynatrace
DT
$13.3B
$921 ﹤0.01%
+19
ESGU icon
315
iShares ESG Aware MSCI USA ETF
ESGU
$15.2B
$887 ﹤0.01%
+6
XYZ
316
Block Inc
XYZ
$39.3B
$868 ﹤0.01%
+12
VNT icon
317
Vontier
VNT
$5.46B
$852 ﹤0.01%
+20
GPRO icon
318
GoPro
GPRO
$244M
$848 ﹤0.01%
+400
MJ icon
319
Amplify Alternative Harvest ETF
MJ
$209M
$785 ﹤0.01%
+21
RAL
320
Ralliant Corp
RAL
$5.69B
$745 ﹤0.01%
+17
SUSC icon
321
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.3B
$739 ﹤0.01%
+31
MOS icon
322
The Mosaic Company
MOS
$7.5B
$624 ﹤0.01%
+18
BNDX icon
323
Vanguard Total International Bond ETF
BNDX
$73.8B
$620 ﹤0.01%
+13
GGN
324
GAMCO Global Gold, Natural Resources & Income Trust
GGN
$796M
$515 ﹤0.01%
+100
QQQM icon
325
Invesco NASDAQ 100 ETF
QQQM
$69.8B
$495 ﹤0.01%
+2