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
101
$81.1K 0.05%
+625
102
$80.1K 0.05%
+664
103
$79.7K 0.05%
+491
104
$79.2K 0.05%
+367
105
$75.6K 0.05%
+356
106
$74K 0.05%
+1,116
107
$66.2K 0.04%
+978
108
$66K 0.04%
+87
109
$65.8K 0.04%
+493
110
$63.4K 0.04%
+103
111
$60.6K 0.04%
+395
112
$59.4K 0.04%
+176
113
$59.3K 0.04%
+621
114
$58.9K 0.04%
+420
115
$58.6K 0.04%
+639
116
$58.4K 0.04%
+254
117
$56.1K 0.04%
+672
118
$55.2K 0.04%
+854
119
$54.5K 0.04%
+1,680
120
$54.1K 0.04%
+666
121
$53.9K 0.04%
+144
122
$51.5K 0.03%
+44
123
$49.9K 0.03%
+202
124
$49.5K 0.03%
+656
125
$49.4K 0.03%
+225
3 4
5
6 7