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
51
$178K 0.17%
1,153
-1,852
52
$178K 0.17%
1,398
+1
53
$177K 0.17%
1,025
-255
54
$170K 0.17%
2,689
+9
55
$166K 0.16%
2,784
+1,963
56
$163K 0.16%
5,245
57
$158K 0.15%
2,746
58
$157K 0.15%
505
-4
59
$157K 0.15%
632
+303
60
$154K 0.15%
602
61
$154K 0.15%
+1,726
62
$144K 0.14%
1,476
-209
63
$144K 0.14%
1,107
+323
64
$143K 0.14%
+3,141
65
$139K 0.13%
1,342
+5
66
$127K 0.12%
243
-21
67
$126K 0.12%
2,702
+796
68
$125K 0.12%
253
+97
69
$124K 0.12%
649
+2
70
$117K 0.11%
381
+1
71
$116K 0.11%
316
-9
72
$115K 0.11%
1,311
+4
73
$113K 0.11%
941
-39
74
$111K 0.11%
80
75
$110K 0.11%
550
+2
1 2
3
4 5