FLP

Financial Life Planners Portfolio holdings

AUM $139M
1-Year Est. Return 27.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$362K
2
+$263K
3
+$260K
4
GS icon
Goldman Sachs
GS
+$211K
5
AXON icon
Axon Enterprise
AXON
+$178K

Top Sells

1
+$1.18M
2
+$576K
3
+$555K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$464K
5
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$385K

Sector Composition

1 Technology 21.08%
2 Financials 5.06%
3 Consumer Staples 2.67%
4 Consumer Discretionary 2.3%
5 Healthcare 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$505K 0.49%
12,112
-626
27
$471K 0.46%
8,067
-169
28
$443K 0.43%
3,348
-10
29
$443K 0.43%
1,711
-25
30
$422K 0.41%
4,831
+700
31
$420K 0.41%
5,089
+23
32
$395K 0.38%
1,066
+2
33
$393K 0.38%
5,977
34
$388K 0.38%
2,063
+141
35
$381K 0.37%
19,471
+200
36
$371K 0.36%
722
+247
37
$342K 0.33%
8,249
38
$332K 0.32%
2,085
+190
39
$299K 0.29%
3,210
+20
40
$289K 0.28%
877
-9
41
$270K 0.26%
3,238
-336
42
$260K 0.25%
+1,665
43
$226K 0.22%
1,898
+823
44
$226K 0.22%
2,362
+241
45
$224K 0.22%
410
+386
46
$200K 0.19%
1,430
-22
47
$199K 0.19%
9,478
48
$197K 0.19%
1,581
-199
49
$195K 0.19%
794
+94
50
$180K 0.18%
3,649
-204
1
2
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