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
$123M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$3.56M
3
+$3.2M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.99M
5
ARKF icon
ARK Blockchain & Fintech Innovation ETF
ARKF
+$1.91M

Top Sells

1
+$2.33M
2
+$2.17M
3
+$1.95M
4
AAPL icon
Apple
AAPL
+$801K
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$545K

Sector Composition

1 Technology 22.27%
2 Financials 7.57%
3 Industrials 4.08%
4 Consumer Staples 2.25%
5 Consumer Discretionary 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$589K 0.48%
1,387
-40
27
$569K 0.46%
12,025
-87
28
$507K 0.41%
1,427
+1,139
29
$506K 0.41%
1,854
-48
30
$502K 0.41%
1,579
-132
31
$491K 0.4%
3,364
+16
32
$451K 0.37%
2,806
+444
33
$424K 0.34%
5,830
-147
34
$422K 0.34%
4,734
-1,037
35
$415K 0.34%
948
-118
36
$410K 0.33%
1,995
-90
37
$407K 0.33%
20,731
+1,260
38
$402K 0.33%
2,072
+9
39
$400K 0.33%
6,455
-1,612
40
$395K 0.32%
696
-26
41
$378K 0.31%
2,030
+923
42
$369K 0.3%
8,249
43
$366K 0.3%
4,297
-792
44
$353K 0.29%
1,635
-10,802
45
$336K 0.27%
474
+64
46
$314K 0.26%
1,436
+6
47
$291K 0.24%
882
+5
48
$252K 0.21%
871
+77
49
$227K 0.18%
1,277
-388
50
$222K 0.18%
2,024
+298
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