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
+$3.64M
2
+$3.56M
3
+$3.2M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.99M
5
ARKF icon
ARK Blockchain & Fintech Innovation ETF
ARKF
+$1.91M

Top Sells

1
+$2.33M
2
+$2.17M
3
+$1.95M
4
AAPL icon
Apple
AAPL
+$801K
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$545K

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
76
– –
-243
77
– –
-80
78
– –
-2,784
79
– –
-5,245
80
– –
-1,025
81
– –
-686
82
– –
-611
83
– –
-1,342
84
– –
-887
85
– –
-1,407
86
– –
-3,649
1 2 3
4