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
301
$3.88K ﹤0.01%
+52
302
$3.87K ﹤0.01%
+22
303
$3.79K ﹤0.01%
+43
304
$3.75K ﹤0.01%
+137
305
$3.47K ﹤0.01%
+100
306
$3.44K ﹤0.01%
+15
307
$3.23K ﹤0.01%
+32
308
$3.22K ﹤0.01%
+36
309
$3.17K ﹤0.01%
+48
310
$3.09K ﹤0.01%
+120
311
$3.02K ﹤0.01%
+21
312
$3.01K ﹤0.01%
+178
313
$2.95K ﹤0.01%
+41
314
$2.93K ﹤0.01%
+13
315
$2.92K ﹤0.01%
+6
316
$2.65K ﹤0.01%
+61
317
$2.64K ﹤0.01%
+5
318
$2.63K ﹤0.01%
+60
319
$2.55K ﹤0.01%
+112
320
$2.52K ﹤0.01%
+82
321
$2.52K ﹤0.01%
+36
322
$2.41K ﹤0.01%
+28
323
$2.4K ﹤0.01%
+20
324
$2.38K ﹤0.01%
+13
325
$2.38K ﹤0.01%
+18
11 12
13
14 15