FLP

Financial Life Planners Portfolio holdings

AUM $130M
1-Year Est. Return 28.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$1,000K
2
+$940K
3
+$623K
4
BTCW icon
WisdomTree Bitcoin Fund
BTCW
+$469K
5
PLTR icon
Palantir
PLTR
+$359K

Top Sells

1
+$764K
2
+$281K
3
+$197K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$151K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$146K

Sector Composition

1 Technology 22.25%
2 Financials 8.77%
3 Industrials 4.16%
4 Consumer Discretionary 2.12%
5 Consumer Staples 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$628K 0.42%
11,657
-2,758
27
$623K 0.42%
12,085
+60
28
$567K 0.38%
3,388
+24
29
$539K 0.36%
1,578
+151
30
$515K 0.35%
2,623
+593
31
$484K 0.33%
608
+134
32
$458K 0.31%
5,848
+18
33
$455K 0.31%
5,694
+6
34
$435K 0.29%
2,684
-122
35
$434K 0.29%
1,832
-22
36
$427K 0.29%
697
+1
37
$418K 0.28%
1,727
+92
38
$415K 0.28%
6,361
-94
39
$408K 0.27%
4,466
-268
40
$405K 0.27%
1,439
+3
41
$392K 0.26%
8,249
42
$391K 0.26%
19,857
-874
43
$386K 0.26%
4,317
+20
44
$361K 0.24%
1,775
-297
45
$335K 0.23%
1,820
-175
46
$297K 0.2%
1,221
-56
47
$286K 0.19%
908
+37
48
$255K 0.17%
886
+4
49
$249K 0.17%
+5,876
50
$237K 0.16%
+1,400
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