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
326
$2.31K ﹤0.01%
+44
327
$2.21K ﹤0.01%
+28
328
$2.15K ﹤0.01%
+20
329
$2.04K ﹤0.01%
+19
330
$2.03K ﹤0.01%
+8
331
$2K ﹤0.01%
+11
332
$1.88K ﹤0.01%
+39
333
$1.84K ﹤0.01%
+113
334
$1.73K ﹤0.01%
+7
335
$1.7K ﹤0.01%
+75
336
$1.68K ﹤0.01%
+13
337
$1.68K ﹤0.01%
+50
338
$1.59K ﹤0.01%
+30
339
$1.48K ﹤0.01%
+37
340
$1.42K ﹤0.01%
+2
341
$1.19K ﹤0.01%
+15
342
$1.19K ﹤0.01%
+500
343
$1.09K ﹤0.01%
+6
344
$1.09K ﹤0.01%
+12
345
$1.05K ﹤0.01%
+10
346
$1.04K ﹤0.01%
+13
347
$1.02K ﹤0.01%
+12
348
$1.01K ﹤0.01%
+47
349
$985 ﹤0.01%
+20
350
$903 ﹤0.01%
+207
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