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
301
$1.94K ﹤0.01%
+2
302
$1.8K ﹤0.01%
+35
303
$1.74K ﹤0.01%
+49
304
$1.58K ﹤0.01%
+207
305
$1.48K ﹤0.01%
+40
306
$1.4K ﹤0.01%
+4
307
$1.22K ﹤0.01%
+6
308
$1.21K ﹤0.01%
+13
309
$1.2K ﹤0.01%
+10
310
$1.18K ﹤0.01%
+21
311
$1.16K ﹤0.01%
+27
312
$1.14K ﹤0.01%
+5
313
$1.01K ﹤0.01%
+6
314
$921 ﹤0.01%
+19
315
$887 ﹤0.01%
+6
316
$868 ﹤0.01%
+12
317
$852 ﹤0.01%
+20
318
$848 ﹤0.01%
+400
319
$785 ﹤0.01%
+21
320
$745 ﹤0.01%
+17
321
$739 ﹤0.01%
+31
322
$624 ﹤0.01%
+18
323
$620 ﹤0.01%
+13
324
$515 ﹤0.01%
+100
325
$495 ﹤0.01%
+2
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