FLP

Financial Life Planners Portfolio holdings

AUM $139M
1-Year Est. Return 27.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.95%
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

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
$12.4B
$481 ﹤0.01%
+9
STIP icon
327
iShares 0-5 Year TIPS Bond ETF
STIP
$14.3B
$428 ﹤0.01%
+4
NVAX icon
328
Novavax
NVAX
$1.75B
$425 ﹤0.01%
+49
SNAP icon
329
Snap
SNAP
$7.9B
$417 ﹤0.01%
+54
BABA icon
330
Alibaba
BABA
$326B
$377 ﹤0.01%
+2
JMSI icon
331
JPMorgan Sustainable Municipal Income ETF
JMSI
$360M
$365 ﹤0.01%
+7
NACP icon
332
Impact Shares NAACP Minority Empowerment ETF
NACP
$62.1M
$345 ﹤0.01%
+7
ARKQ icon
333
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.97B
$341 ﹤0.01%
+3
VOTE icon
334
TCW Transform 500 ETF
VOTE
$965M
$319 ﹤0.01%
+4
SHE icon
335
State Street SPDR MSCI USA Gender Diversity ETF
SHE
$276M
$259 ﹤0.01%
+2
AZN icon
336
AstraZeneca
AZN
$298B
$245 ﹤0.01%
+3
VTIP icon
337
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$16.4B
$209 ﹤0.01%
+4
LUMN icon
338
Lumen
LUMN
$7B
$178 ﹤0.01%
+29
ARKK icon
339
ARK Innovation ETF
ARKK
$6.51B
$177 ﹤0.01%
+2
PFE icon
340
Pfizer
PFE
$154B
$174 ﹤0.01%
+7
CGC
341
Canopy Growth
CGC
$397M
$167 ﹤0.01%
+114
ESML icon
342
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.22B
$138 ﹤0.01%
+3
AVY icon
343
Avery Dennison
AVY
$13.1B
$133 ﹤0.01%
+1
DJT icon
344
Trump Media & Technology Group
DJT
$2.71B
$99 ﹤0.01%
+6
ESGD icon
345
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.9B
$96 ﹤0.01%
+1
WELL icon
346
Welltower
WELL
$149B
0
MTRN icon
347
Materion
MTRN
$2.97B
$75 ﹤0.01%
+1
XLI icon
348
State Street Industrial Select Sector SPDR ETF
XLI
$28.8B
0
NEM icon
349
Newmont
NEM
$120B
$56 ﹤0.01%
+1
MRK icon
350
Merck
MRK
$286B
$53 ﹤0.01%
+1