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
126
$45.7K 0.04%
+364
127
$45.5K 0.04%
+615
128
$45.4K 0.04%
+182
129
$45.2K 0.04%
+750
130
$45.2K 0.04%
+433
131
$44.6K 0.04%
+366
132
$44.6K 0.04%
+43
133
$44.1K 0.04%
+626
134
$43.9K 0.04%
+319
135
$43.7K 0.04%
+712
136
$42.7K 0.04%
+154
137
$42.3K 0.04%
+383
138
$39.4K 0.03%
+398
139
$38.7K 0.03%
+3,498
140
$38.6K 0.03%
+936
141
$38.5K 0.03%
+348
142
$38.4K 0.03%
+348
143
$38.3K 0.03%
+129
144
$37.2K 0.03%
+1,896
145
$37K 0.03%
+559
146
$36.9K 0.03%
+225
147
$36.6K 0.03%
+189
148
$36.4K 0.03%
+128
149
$36.3K 0.03%
+143
150
$35.6K 0.03%
+935
4 5
6
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