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
IAU icon
126
iShares Gold Trust
IAU
$67.4B
$49.1K 0.03%
+675
MCD icon
127
McDonald's
MCD
$225B
$49.1K 0.03%
+162
XHB icon
128
State Street SPDR S&P Homebuilders ETF
XHB
$1.71B
$48.2K 0.03%
+435
IXUS icon
129
iShares Core MSCI Total International Stock ETF
IXUS
$50.4B
$46.9K 0.03%
+568
ADC icon
130
Agree Realty
ADC
$8.14B
$45.9K 0.03%
+646
XLV icon
131
State Street Health Care Select Sector SPDR ETF
XLV
$40.3B
$45K 0.03%
+323
RPG icon
132
Invesco S&P 500 Pure Growth ETF
RPG
$1.57B
$44.8K 0.03%
+938
CB icon
133
Chubb
CB
$123B
$44.3K 0.03%
+157
IVOO icon
134
Vanguard S&P Mid-Cap 400 ETF
IVOO
$2.97B
$44.2K 0.03%
+400
PKST
135
Peakstone Realty Trust
PKST
$525M
$44.1K 0.03%
+3,358
AMAT icon
136
Applied Materials
AMAT
$205B
$43.6K 0.03%
+213
AXP icon
137
American Express
AXP
$261B
$43.2K 0.03%
+130
CPRX icon
138
Catalyst Pharmaceutical
CPRX
$2.99B
$41.8K 0.03%
+2,124
FIX icon
139
Comfort Systems
FIX
$34B
$41.5K 0.03%
+50
UFEB icon
140
Innovator US Equity Ultra Buffer ETF February
UFEB
$158M
$39.2K 0.03%
+1,096
PNC icon
141
PNC Financial Services
PNC
$82.6B
$39.1K 0.03%
+195
AJG icon
142
Arthur J. Gallagher & Co
AJG
$64.6B
$38.8K 0.03%
+125
COP icon
143
ConocoPhillips
COP
$112B
$38.6K 0.03%
+408
LQD icon
144
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.8B
$38.6K 0.03%
+346
CME icon
145
CME Group
CME
$98.4B
$38.4K 0.03%
+142
ADI icon
146
Analog Devices
ADI
$136B
$38.3K 0.03%
+156
DSI icon
147
iShares MSCI KLD 400 Social ETF
DSI
$5.03B
$37.6K 0.03%
+299
MGV icon
148
Vanguard Mega Cap Value ETF
MGV
$10.7B
$37.4K 0.03%
+272
BMNR
149
BitMine Immersion Technologies
BMNR
$13.3B
$37.2K 0.03%
+716
LOW icon
150
Lowe's Companies
LOW
$139B
$36.4K 0.02%
+145