FLP
Financial Life Planners Portfolio holdings
AUM
$149M
1-Year Est. Return
33.2%
1 Year Est. Return
+33.2%
AUM
$149M
AUM Growth
+$25.9M
(+21%)
Holding
362
Top Buys
| 1 | +$1.04M | |
| 2 | +$985K | |
| 3 | +$658K | |
| 4 |
WisdomTree Bitcoin Fund
BTCW
|
+$469K |
| 5 |
Palantir
PLTR
|
+$404K |
Top Sells
| 1 | +$786K | |
| 2 | +$317K | |
| 3 | +$211K | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$156K |
| 5 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$149K |
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 | |
|---|---|---|---|---|---|---|
351
eBay
EBAY
$38.6B
| $51 | ﹤0.01% |
+1
|
|
||
352
Amphenol
APH
$158B
| – | – |
0
|
|
||
353
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.32B
| $50 | ﹤0.01% |
+1
|
|
||
354
State Street Materials Select Sector SPDR ETF
XLB
$5.22B
| $48 | ﹤0.01% |
+1
|
|
||
355
Virgin Galactic
SPCE
$191M
| $39 | ﹤0.01% |
+10
|
|
||
356
iShares US Industrials ETF
IYJ
$1.72B
| – | – |
0
|
|
||
357
DNOW Inc
DNOW
$2.65B
| $31 | ﹤0.01% |
+2
|
|
||
|
MFA
358
MFA Financial
MFA
$981M
| $26 | ﹤0.01% |
+3
|
|
||
359
Bristol-Myers Squibb
BMY
$111B
| $25 | ﹤0.01% |
+1
|
|
||
|
ALEX
360
Alexander & Baldwin
ALEX
$1.52B
| $24 | ﹤0.01% |
+1
|
|
||
361
Invesco Fundamental Investment Grade Corporate Bond ETF
PFIG
$97.2M
| – | – |
0
|
|
||
362
Alto Ingredients
ALTO
$193M
| $5 | ﹤0.01% |
+4
|
|