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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
$139M
AUM Growth
-$9.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$726K
2
+$640K
3
+$471K
4
ARKF icon
ARK Blockchain & Fintech Innovation ETF
ARKF
+$338K
5
VST icon
Vistra
VST
+$191K

Top Sells

1
+$761K
2
+$375K
3
+$193K
4
IYE icon
iShares US Energy ETF
IYE
+$175K
5
SRCE icon
1st Source
SRCE
+$173K

Sector Composition

1 Technology 23.52%
2 Financials 7.58%
3 Industrials 2.95%
4 Consumer Discretionary 2.08%
5 Communication Services 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ETHA
126
iShares Ethereum Trust ETF
ETHA
$5.06B
– –
-684
BTC
127
Grayscale Bitcoin Mini Trust ETF
BTC
$3.48B
– –
-48
PTIR
128
GraniteShares 2x Long PLTR Daily ETF
PTIR
$343M
– –
-1,680
NFXL
129
Direxion Daily NFLX Bull 2X ETF
NFXL
$124M
– –
-216
XYZ
130
Block Inc
XYZ
$45B
– –
-12
ETOR
131
eToro Group
ETOR
$3.09B
– –
-62
CRCL
132
Circle Internet Group
CRCL
$20.2B
– –
-25
BMNR
133
BitMine Immersion Technologies
BMNR
$9.32B
– –
-716
BOTZ icon
134
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.53B
– –
-49
CB icon
135
Chubb
CB
$128B
– –
-157
CCL icon
136
Carnival Corporation Ltd
CCL
$42.7B
– –
-100
USMV icon
137
iShares MSCI USA Min Vol Factor ETF
USMV
$22.9B
– –
-43
VBK icon
138
Vanguard Small-Cap Growth ETF
VBK
$23.9B
– –
-32
BMY icon
139
Bristol-Myers Squibb
BMY
$115B
– –
-1
ABT icon
140
Abbott
ABT
$156B
– –
-100
AMAT icon
141
Applied Materials
AMAT
$460B
– –
-213
AVY icon
142
Avery Dennison
AVY
$12.4B
– –
-1
AXP icon
143
American Express
AXP
$233B
– –
-130
BANR icon
144
Banner Corp
BANR
$2.23B
– –
-489
BIL icon
145
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$47.8B
– –
-1,387
BITX icon
146
2x Bitcoin Strategy ETF
BITX
$893M
– –
-423
BNDX icon
147
Vanguard Total International Bond ETF
BNDX
$82.2B
– –
-13
CEG icon
148
Constellation Energy
CEG
$96.4B
– –
-96
COIN icon
149
Coinbase
COIN
$44.7B
– –
-176
COP icon
150
ConocoPhillips
COP
$135B
– –
-408
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