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
376
$277 ﹤0.01%
+4
377
$245 ﹤0.01%
+34
378
$236 ﹤0.01%
+3
379
$232 ﹤0.01%
+2
380
$205 ﹤0.01%
+3
381
$205 ﹤0.01%
+6
382
$197 ﹤0.01%
+4
383
$176 ﹤0.01%
+2
384
$172 ﹤0.01%
+2
385
$146 ﹤0.01%
+6
386
$127 ﹤0.01%
+3
387
$120 ﹤0.01%
+9
388
$118 ﹤0.01%
+1
389
$116 ﹤0.01%
+2
390
$104 ﹤0.01%
+1
391
$83 ﹤0.01%
+2
392
$77 ﹤0.01%
+1
393
– –
0
394
– –
0
395
$59 ﹤0.01%
+10
396
$47 ﹤0.01%
+1
397
$26 ﹤0.01%
+2
398
$25 ﹤0.01%
+2
399
– –
0
400
– –
0
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