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
101
$61.6K 0.05%
+312
102
$61K 0.05%
+824
103
$58.3K 0.05%
+889
104
$58.3K 0.05%
+444
105
$58.2K 0.05%
+407
106
$56.9K 0.05%
+244
107
$56.5K 0.05%
+668
108
$56.2K 0.05%
+345
109
$55.3K 0.05%
+972
110
$55.2K 0.05%
+636
111
$55K 0.05%
+86
112
$54.5K 0.05%
+412
113
$53.2K 0.04%
+487
114
$52.1K 0.04%
+187
115
$50.9K 0.04%
+667
116
$50.8K 0.04%
+591
117
$50.8K 0.04%
+253
118
$50.6K 0.04%
+467
119
$49.9K 0.04%
+215
120
$49K 0.04%
+277
121
$48.9K 0.04%
+169
122
$48.1K 0.04%
+336
123
$47.9K 0.04%
+821
124
$47.4K 0.04%
+198
125
$47K 0.04%
+142
3 4
5
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