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
+$3.13M
2
+$2.63M
3
+$2.25M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.79M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.7M

Top Sells

1
+$2.17M
2
+$1.95M
3
+$1.89M
4
AAPL icon
Apple
AAPL
+$788K
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$516K

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
51
$221K 0.18%
751
+119
52
$220K 0.18%
2,418
-820
53
$207K 0.17%
1,916
+18
54
$200K 0.16%
9,658
+180
55
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56
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57
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59
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65
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66
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68
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75
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-5,245
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