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
76
$93.9K 0.08%
+4,139
77
$93.2K 0.08%
+771
78
$91.6K 0.08%
+548
79
$90.6K 0.08%
+374
80
$89.3K 0.07%
+760
81
$88.8K 0.07%
+1,200
82
$86.8K 0.07%
+513
83
$86.6K 0.07%
+1,233
84
$86.5K 0.07%
+4,109
85
$86.1K 0.07%
+715
86
$85.8K 0.07%
+784
87
$83.3K 0.07%
+1,533
88
$82.9K 0.07%
+228
89
$81.7K 0.07%
+1,599
90
$81.7K 0.07%
+953
91
$81.6K 0.07%
+337
92
$81.4K 0.07%
+156
93
$81.4K 0.07%
+756
94
$80.6K 0.07%
+190
95
$79.7K 0.07%
+2,918
96
$74K 0.06%
+441
97
$72.6K 0.06%
+329
98
$68.5K 0.06%
+276
99
$64.9K 0.05%
+559
100
$61.8K 0.05%
+1,933