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
51
$233K 0.16%
2,024
52
$229K 0.15%
+762
53
$225K 0.15%
2,349
-69
54
$218K 0.15%
1,933
+17
55
$210K 0.14%
+1,487
56
$210K 0.14%
+864
57
$209K 0.14%
741
-10
58
$208K 0.14%
+290
59
$193K 0.13%
+603
60
$184K 0.12%
+939
61
$175K 0.12%
+3,682
62
$173K 0.12%
+2,818
63
$170K 0.11%
+609
64
$160K 0.11%
+450
65
$160K 0.11%
+2,675
66
$156K 0.1%
+820
67
$151K 0.1%
+1,622
68
$147K 0.1%
9,848
+190
69
$144K 0.1%
+670
70
$143K 0.1%
+899
71
$143K 0.1%
+433
72
$140K 0.09%
+991
73
$140K 0.09%
+383
74
$139K 0.09%
+2,032
75
$137K 0.09%
+1,241
1 2
3
4 5