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
151
$35.2K 0.03%
+806
152
$33.6K 0.03%
+269
153
$33.4K 0.03%
+675
154
$33.3K 0.03%
+302
155
$33.2K 0.03%
+191
156
$33.1K 0.03%
+472
157
$33.1K 0.03%
+16
158
$33K 0.03%
+155
159
$32.7K 0.03%
+154
160
$32.5K 0.03%
+420
161
$31.9K 0.03%
+478
162
$31.7K 0.03%
+137
163
$31.7K 0.03%
+553
164
$31.2K 0.03%
+108
165
$30.2K 0.03%
+978
166
$29.9K 0.03%
+552
167
$29K 0.02%
+131
168
$28.7K 0.02%
+1,251
169
$28.4K 0.02%
+3,089
170
$27.9K 0.02%
+149
171
$27.7K 0.02%
+278
172
$27.6K 0.02%
+434
173
$27.5K 0.02%
+486
174
$27.5K 0.02%
+206
175
$27.4K 0.02%
+683