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
151
$35.8K 0.02%
+565
152
$35.3K 0.02%
+986
153
$34.9K 0.02%
+690
154
$34.6K 0.02%
+1,374
155
$34.5K 0.02%
+115
156
$34.3K 0.02%
+1,999
157
$33.8K 0.02%
+3,457
158
$33.5K 0.02%
+603
159
$32.7K 0.02%
+96
160
$32K 0.02%
+489
161
$31.8K 0.02%
+92
162
$31.7K 0.02%
+160
163
$31.7K 0.02%
+157
164
$31.7K 0.02%
+96
165
$31.4K 0.02%
+382
166
$31.2K 0.02%
+480
167
$29.9K 0.02%
+110
168
$29.8K 0.02%
+204
169
$29.5K 0.02%
+443
170
$28K 0.02%
+814
171
$27.9K 0.02%
+144
172
$27.3K 0.02%
+1,061
173
$27.2K 0.02%
+165
174
$27.1K 0.02%
+214
175
$26.8K 0.02%
+226
5 6
7
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