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
351
$882 ﹤0.01%
+26
352
$778 ﹤0.01%
+6
353
$739 ﹤0.01%
+20
354
$727 ﹤0.01%
+8
355
$717 ﹤0.01%
+14
356
$693 ﹤0.01%
+29
357
$692 ﹤0.01%
+30
358
$677 ﹤0.01%
+12
359
$635 ﹤0.01%
+1
360
$604 ﹤0.01%
+12
361
$582 ﹤0.01%
+54
362
$517 ﹤0.01%
+9
363
$468 ﹤0.01%
+9
364
$445 ﹤0.01%
+1
365
$436 ﹤0.01%
+400
366
$433 ﹤0.01%
+18
367
$405 ﹤0.01%
+4
368
$400 ﹤0.01%
+1
369
$394 ﹤0.01%
+49
370
$360 ﹤0.01%
+5
371
$354 ﹤0.01%
+94
372
$354 ﹤0.01%
+7
373
$352 ﹤0.01%
+7
374
$315 ﹤0.01%
+115
375
$293 ﹤0.01%
+7
13 14
15
16 17