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
IJJ icon
101
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.12B
$81.1K 0.05%
+625
IVW icon
102
iShares S&P 500 Growth ETF
IVW
$65.9B
$80.1K 0.05%
+664
IYY icon
103
iShares Dow Jones US ETF
IYY
$2.73B
$79.7K 0.05%
+491
BA icon
104
Boeing
BA
$161B
$79.2K 0.05%
+367
COF icon
105
Capital One
COF
$152B
$75.6K 0.05%
+356
KO icon
106
Coca-Cola
KO
$305B
$74K 0.05%
+1,116
CTVA icon
107
Corteva
CTVA
$44.7B
$66.2K 0.04%
+978
PH icon
108
Parker-Hannifin
PH
$112B
$66K 0.04%
+87
HIG icon
109
Hartford Financial Services
HIG
$37.7B
$65.8K 0.04%
+493
GEV icon
110
GE Vernova
GEV
$185B
$63.4K 0.04%
+103
PG icon
111
Procter & Gamble
PG
$339B
$60.6K 0.04%
+395
COIN icon
112
Coinbase
COIN
$67.5B
$59.4K 0.04%
+176
SCHW icon
113
Charles Schwab
SCHW
$169B
$59.3K 0.04%
+621
SDY icon
114
State Street SPDR S&P Dividend ETF
SDY
$20.3B
$58.9K 0.04%
+420
MDYG icon
115
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.46B
$58.6K 0.04%
+639
RSG icon
116
Republic Services
RSG
$66.1B
$58.4K 0.04%
+254
PEG icon
117
Public Service Enterprise Group
PEG
$39.4B
$56.1K 0.04%
+672
NANR icon
118
SPDR S&P North American Natural Resources ETF
NANR
$764M
$55.2K 0.04%
+854
PTIR
119
GraniteShares 2x Long PLTR Daily ETF
PTIR
$714M
$54.5K 0.04%
+1,680
HYG icon
120
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$19.6B
$54.1K 0.04%
+666
ETN icon
121
Eaton
ETN
$129B
$53.9K 0.04%
+144
BLK icon
122
Blackrock
BLK
$168B
$51.5K 0.03%
+44
PGR icon
123
Progressive
PGR
$139B
$49.9K 0.03%
+202
CVS icon
124
CVS Health
CVS
$101B
$49.5K 0.03%
+656
LOPE icon
125
Grand Canyon Education
LOPE
$4.39B
$49.4K 0.03%
+225