FLP
Financial Life Planners Portfolio holdings
AUM
$130M
1-Year Est. Return
28.06%
This Fund
S&P 500
1 Year Est. Return
+28.06%
AUM
$130M
AUM Growth
-$8.86M
(-6.4%)
Holding
368
Top Buys
| 1 | +$218K | |
| 2 | +$210K | |
| 3 | +$192K | |
| 4 |
iShares Russell 2000 Growth ETF
IWO
|
+$191K |
| 5 |
GE Vernova
GEV
|
+$183K |
Top Sells
| 1 | +$2.35M | |
| 2 | +$2.28M | |
| 3 | +$729K | |
| 4 |
Visa
V
|
+$406K |
| 5 |
Vistra
VST
|
+$305K |
Sector Composition
| 1 | Technology | 22.46% |
| 2 | Financials | 7.04% |
| 3 | Consumer Staples | 2.45% |
| 4 | Consumer Discretionary | 2.21% |
| 5 | Industrials | 2.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
Welltower
WELL
$153B
| – | – |
0
|
|
||
352
Merck
MRK
$277B
| $78 | ﹤0.01% |
+1
|
|
||
|
SOLS
353
Solstice Advanced Materials
SOLS
$12.8B
| $77 | ﹤0.01% |
+1
|
|
||
354
State Street Industrial Select Sector SPDR ETF
XLI
$30.1B
| – | – |
0
|
|
||
355
Newmont
NEM
$116B
| $72 | ﹤0.01% |
+1
|
|
||
356
Trump Media & Technology Group
DJT
$2.6B
| $56 | ﹤0.01% |
+6
|
|
||
357
State Street Materials Select Sector SPDR ETF
XLB
$7.37B
| $54 | ﹤0.01% |
+1
|
|
||
358
eBay
EBAY
$46.6B
| $52 | ﹤0.01% |
+1
|
|
||
359
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.68B
| $51 | ﹤0.01% |
+1
|
|
||
360
Amphenol
APH
$175B
| – | – |
0
|
|
||
361
iShares US Industrials ETF
IYJ
$1.97B
| – | – |
0
|
|
||
362
Bristol-Myers Squibb
BMY
$119B
| $34 | ﹤0.01% |
+1
|
|
||
|
MFA
363
MFA Financial
MFA
$1.06B
| $29 | ﹤0.01% |
+3
|
|
||
364
Virgin Galactic
SPCE
$250M
| $25 | ﹤0.01% |
+10
|
|
||
365
Alto Ingredients
ALTO
$420M
| $20 | ﹤0.01% |
+4
|
|
||
366
iShares Self-Driving EV and Tech ETF
IDRV
$161M
| – | – |
0
|
|
||
367
AT&T
T
$181B
| – | – |
0
|
|
||
368
iShares Expanded Tech-Software Sector ETF
IGV
$12.5B
| – | – |
-2,156
|
|