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
76
$136K 0.09%
+1,320
77
$134K 0.09%
175
-1,027
78
$133K 0.09%
+820
79
$131K 0.09%
+2,926
80
$127K 0.09%
+1,387
81
$124K 0.08%
+1,355
82
$124K 0.08%
+870
83
$114K 0.08%
+550
84
$113K 0.08%
+697
85
$113K 0.08%
+86
86
$113K 0.08%
+778
87
$110K 0.07%
+230
88
$104K 0.07%
+1,246
89
$104K 0.07%
+1,449
90
$104K 0.07%
+256
91
$99.7K 0.07%
+357
92
$93.8K 0.06%
+380
93
$93.5K 0.06%
+664
94
$93.3K 0.06%
+1,200
95
$92.5K 0.06%
+800
96
$91.8K 0.06%
+440
97
$88.1K 0.06%
+197
98
$84.5K 0.06%
+1,019
99
$82.5K 0.06%
+1,472
100
$82K 0.06%
+3,002
2 3
4
5 6