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
401
$22 ﹤0.01%
+1
402
0
403
0
404
0
405
0
406
$6 ﹤0.01%
+4
407
0
408
0
409
0
410
0