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
IAGG icon
326
iShares Core International Aggregate Bond Fund
IAGG
$11.3B
$481 ﹤0.01%
+9
STIP icon
327
iShares 0-5 Year TIPS Bond ETF
STIP
$12.7B
$428 ﹤0.01%
+4
NVAX icon
328
Novavax
NVAX
$1.06B
$425 ﹤0.01%
+49
SNAP icon
329
Snap
SNAP
$12.5B
$417 ﹤0.01%
+54
BABA icon
330
Alibaba
BABA
$356B
$377 ﹤0.01%
+2
JMSI icon
331
JPMorgan Sustainable Municipal Income ETF
JMSI
$330M
$365 ﹤0.01%
+7
NACP icon
332
Impact Shares NAACP Minority Empowerment ETF
NACP
$57.8M
$345 ﹤0.01%
+7
ARKQ icon
333
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.64B
$341 ﹤0.01%
+3
VOTE icon
334
TCW Transform 500 ETF
VOTE
$933M
$319 ﹤0.01%
+4
SHE icon
335
State Street SPDR MSCI USA Gender Diversity ETF
SHE
$280M
$259 ﹤0.01%
+2
AZN icon
336
AstraZeneca
AZN
$282B
$245 ﹤0.01%
+3
VTIP icon
337
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$17.1B
$209 ﹤0.01%
+4
LUMN icon
338
Lumen
LUMN
$8.26B
$178 ﹤0.01%
+29
ARKK icon
339
ARK Innovation ETF
ARKK
$7.69B
$177 ﹤0.01%
+2
PFE icon
340
Pfizer
PFE
$143B
$174 ﹤0.01%
+7
CGC
341
Canopy Growth
CGC
$660M
$167 ﹤0.01%
+114
ESML icon
342
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.06B
$138 ﹤0.01%
+3
AVY icon
343
Avery Dennison
AVY
$14.1B
$133 ﹤0.01%
+1
DJT icon
344
Trump Media & Technology Group
DJT
$2.97B
$99 ﹤0.01%
+6
ESGD icon
345
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.6B
$96 ﹤0.01%
+1
WELL icon
346
Welltower
WELL
$131B
0
MTRN icon
347
Materion
MTRN
$2.6B
$75 ﹤0.01%
+1
XLI icon
348
State Street Industrial Select Sector SPDR ETF
XLI
$25.4B
0
NEM icon
349
Newmont
NEM
$107B
$56 ﹤0.01%
+1
MRK icon
350
Merck
MRK
$243B
$53 ﹤0.01%
+1