FLP

Financial Life Planners Portfolio holdings

AUM $149M
1-Year Est. Return 33.2%
This Quarter Est. Return
1 Year Est. Return
+33.2%
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 +$1.04M
2 +$985K
3 +$658K
4
BTCW icon
WisdomTree Bitcoin Fund
BTCW
+$469K
5
PLTR icon
Palantir
PLTR
+$404K

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
WMT icon
76
Walmart Inc. Common Stock
WMT
$931B
$136K 0.09%
+1,320
LLY icon
77
Eli Lilly
LLY
$951B
$134K 0.09%
175
-1,027
AMD icon
78
Advanced Micro Devices
AMD
$338B
$133K 0.09%
+820
XLE icon
79
State Street Energy Select Sector SPDR ETF
XLE
$27.4B
$131K 0.09%
+1,463
BIL icon
80
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$43B
$127K 0.09%
+1,387
OTIS icon
81
Otis Worldwide
OTIS
$34.3B
$124K 0.08%
+1,355
DVY icon
82
iShares Select Dividend ETF
DVY
$21.3B
$124K 0.08%
+870
IVE icon
83
iShares S&P 500 Value ETF
IVE
$48B
$114K 0.08%
+550
PM icon
84
Philip Morris
PM
$239B
$113K 0.08%
+697
TDG icon
85
TransDigm Group
TDG
$72.9B
$113K 0.08%
+86
TJX icon
86
TJX Companies
TJX
$173B
$113K 0.08%
+778
CAT icon
87
Caterpillar
CAT
$276B
$110K 0.07%
+230
WFC icon
88
Wells Fargo
WFC
$292B
$104K 0.07%
+1,246
XT icon
89
iShares Future Exponential Technologies ETF
XT
$3.68B
$104K 0.07%
+1,449
HD icon
90
Home Depot
HD
$355B
$104K 0.07%
+256
TRV icon
91
Travelers Companies
TRV
$63.6B
$99.7K 0.07%
+357
ACN icon
92
Accenture
ACN
$170B
$93.8K 0.06%
+380
XLK icon
93
State Street Technology Select Sector SPDR ETF
XLK
$92.1B
$93.5K 0.06%
+332
EW icon
94
Edwards Lifesciences
EW
$48.2B
$93.3K 0.06%
+1,200
HOOG
95
Leverage Shares 2X Long HOOD Daily ETF
HOOG
$69.5M
$92.5K 0.06%
+800
VBR icon
96
Vanguard Small-Cap Value ETF
VBR
$32.6B
$91.8K 0.06%
+440
ISRG icon
97
Intuitive Surgical
ISRG
$192B
$88.1K 0.06%
+197
SHY icon
98
iShares 1-3 Year Treasury Bond ETF
SHY
$23.5B
$84.5K 0.06%
+1,019
SSO icon
99
ProShares Ultra S&P500
SSO
$7.32B
$82.5K 0.06%
+1,472
SCHD icon
100
Schwab US Dividend Equity ETF
SCHD
$71.8B
$82K 0.06%
+3,002