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
51
$183K 0.15%
+1,685
52
$183K 0.15%
+2,680
53
$179K 0.15%
+509
54
$176K 0.15%
+3,853
55
$173K 0.15%
+602
56
$168K 0.14%
+700
57
$164K 0.14%
+2,746
58
$147K 0.12%
+1,194
59
$146K 0.12%
+1,206
60
$138K 0.12%
+5,245
61
$133K 0.11%
+264
62
$130K 0.11%
+564
63
$127K 0.11%
+325
64
$124K 0.1%
+1,337
65
$123K 0.1%
+647
66
$122K 0.1%
+980
67
$122K 0.1%
+380
68
$118K 0.1%
+1,307
69
$117K 0.1%
+590
70
$116K 0.1%
+1,075
71
$111K 0.09%
+882
72
$103K 0.09%
+1,651
73
$102K 0.09%
+80
74
$101K 0.09%
+999
75
$94.1K 0.08%
+298
1 2
3
4 5