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
$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

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
$7.95B
$81.1K 0.05%
+625
IVW icon
102
iShares S&P 500 Growth ETF
IVW
$63.5B
$80.1K 0.05%
+664
IYY icon
103
iShares Dow Jones US ETF
IYY
$2.69B
$79.7K 0.05%
+491
BA icon
104
Boeing
BA
$165B
$79.2K 0.05%
+367
COF icon
105
Capital One
COF
$115B
$75.6K 0.05%
+356
KO icon
106
Coca-Cola
KO
$335B
$74K 0.05%
+1,116
CTVA icon
107
Corteva
CTVA
$54.1B
$66.2K 0.04%
+978
PH icon
108
Parker-Hannifin
PH
$113B
$66K 0.04%
+87
HIG icon
109
Hartford Financial Services
HIG
$37.5B
$65.8K 0.04%
+493
GEV icon
110
GE Vernova
GEV
$221B
$63.4K 0.04%
+103
PG icon
111
Procter & Gamble
PG
$356B
$60.6K 0.04%
+395
COIN icon
112
Coinbase
COIN
$54.3B
$59.4K 0.04%
+176
SCHW icon
113
Charles Schwab
SCHW
$165B
$59.3K 0.04%
+621
SDY icon
114
State Street SPDR S&P Dividend ETF
SDY
$21.2B
$58.9K 0.04%
+420
MDYG icon
115
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.51B
$58.6K 0.04%
+639
RSG icon
116
Republic Services
RSG
$69.8B
$58.4K 0.04%
+254
PEG icon
117
Public Service Enterprise Group
PEG
$42.5B
$56.1K 0.04%
+672
NANR icon
118
State Street SPDR S&P North American Natural Resources ETF
NANR
$794M
$55.2K 0.04%
+854
PTIR
119
GraniteShares 2x Long PLTR Daily ETF
PTIR
$506M
$54.5K 0.04%
+1,680
HYG icon
120
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.8B
$54.1K 0.04%
+666
ETN icon
121
Eaton
ETN
$140B
$53.9K 0.04%
+144
BLK icon
122
Blackrock
BLK
$149B
$51.5K 0.03%
+44
PGR icon
123
Progressive
PGR
$121B
$49.9K 0.03%
+202
CVS icon
124
CVS Health
CVS
$96B
$49.5K 0.03%
+656
LOPE icon
125
Grand Canyon Education
LOPE
$4.5B
$49.4K 0.03%
+225