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
26
$529K 0.44%
+902
27
$513K 0.43%
+8,236
28
$480K 0.4%
+808
29
$437K 0.37%
+1,064
30
$412K 0.35%
+5,977
31
$412K 0.34%
+5,066
32
$408K 0.34%
+4,131
33
$402K 0.34%
+379
34
$389K 0.33%
+3,358
35
$385K 0.32%
+4,348
36
$375K 0.31%
+19,271
37
$356K 0.3%
+1,922
38
$352K 0.29%
+8,249
39
$335K 0.28%
+6,922
40
$325K 0.27%
+3,574
41
$284K 0.24%
+319
42
$257K 0.22%
+475
43
$245K 0.21%
+886
44
$242K 0.2%
+1,452
45
$241K 0.2%
+1,780
46
$224K 0.19%
+1,280
47
$206K 0.17%
+9,478
48
$195K 0.16%
+1,397
49
$191K 0.16%
+2,121
50
$190K 0.16%
+5,112
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