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
WMB icon
151
Williams Companies
WMB
$71.3B
$35.8K 0.02%
+565
QQQJ icon
152
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$750M
$35.3K 0.02%
+986
EWC icon
153
iShares MSCI Canada ETF
EWC
$3.56B
$34.9K 0.02%
+690
FLNG icon
154
FLEX LNG
FLNG
$1.37B
$34.6K 0.02%
+1,374
NSC icon
155
Norfolk Southern
NSC
$66B
$34.5K 0.02%
+115
ET icon
156
Energy Transfer Partners
ET
$56.2B
$34.3K 0.02%
+1,999
AGNC icon
157
AGNC Investment
AGNC
$11.1B
$33.8K 0.02%
+3,457
NVO icon
158
Novo Nordisk
NVO
$218B
$33.5K 0.02%
+603
GD icon
159
General Dynamics
GD
$91.1B
$32.7K 0.02%
+96
BANR icon
160
Banner Corp
BANR
$2.27B
$32K 0.02%
+489
UNH icon
161
UnitedHealth
UNH
$303B
$31.8K 0.02%
+92
DHR icon
162
Danaher
DHR
$159B
$31.7K 0.02%
+160
MMC icon
163
Marsh & McLennan
MMC
$91.7B
$31.7K 0.02%
+157
CEG icon
164
Constellation Energy
CEG
$114B
$31.7K 0.02%
+96
RBRK icon
165
Rubrik
RBRK
$15.6B
$31.4K 0.02%
+382
IBIT icon
166
iShares Bitcoin Trust
IBIT
$68.1B
$31.2K 0.02%
+480
APD icon
167
Air Products & Chemicals
APD
$53.9B
$29.9K 0.02%
+110
ITOT icon
168
iShares Core S&P Total US Stock Market ETF
ITOT
$79.1B
$29.8K 0.02%
+204
UL icon
169
Unilever
UL
$140B
$29.5K 0.02%
+498
BP icon
170
BP
BP
$86.1B
$28K 0.02%
+814
QUAL icon
171
iShares MSCI USA Quality Factor ETF
QUAL
$47.8B
$27.9K 0.02%
+144
SCHB icon
172
Schwab US Broad Market ETF
SCHB
$37.8B
$27.3K 0.02%
+1,061
IUSG icon
173
iShares Core S&P US Growth ETF
IUSG
$26B
$27.2K 0.02%
+165
IYF icon
174
iShares US Financials ETF
IYF
$4.1B
$27.1K 0.02%
+214
XLC icon
175
State Street Communication Services Select Sector SPDR ETF
XLC
$26.7B
$26.8K 0.02%
+226