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
126
$49.1K 0.03%
+675
127
$49.1K 0.03%
+162
128
$48.2K 0.03%
+435
129
$46.9K 0.03%
+568
130
$45.9K 0.03%
+646
131
$45K 0.03%
+323
132
$44.8K 0.03%
+938
133
$44.3K 0.03%
+157
134
$44.2K 0.03%
+400
135
$44.1K 0.03%
+3,358
136
$43.6K 0.03%
+213
137
$43.2K 0.03%
+130
138
$41.8K 0.03%
+2,124
139
$41.5K 0.03%
+50
140
$39.2K 0.03%
+1,096
141
$39.1K 0.03%
+195
142
$38.8K 0.03%
+125
143
$38.6K 0.03%
+408
144
$38.6K 0.03%
+346
145
$38.4K 0.03%
+142
146
$38.3K 0.03%
+156
147
$37.6K 0.03%
+299
148
$37.4K 0.03%
+272
149
$37.2K 0.03%
+716
150
$36.4K 0.02%
+145
4 5
6
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