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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
$130M
AUM Growth
-$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1 +$218K
2 +$210K
3 +$192K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$191K
5
GEV icon
GE Vernova
GEV
+$183K

Top Sells

1 +$2.35M
2 +$2.28M
3 +$729K
4
V icon
Visa
V
+$406K
5
VST icon
Vistra
VST
+$305K

Sector Composition

1 Technology 22.46%
2 Financials 7.04%
3 Consumer Staples 2.45%
4 Consumer Discretionary 2.21%
5 Industrials 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IJR icon
176
iShares Core S&P Small-Cap ETF
IJR
$107B
$23.9K 0.02%
+192
FTEC icon
177
Fidelity MSCI Information Technology Index ETF
FTEC
$20.7B
$23.8K 0.02%
+114
STXF
178
Strive 500 ETF
STXF
$1.12B
$23.7K 0.02%
+565
RWK icon
179
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.28B
$22.8K 0.02%
+177
MCHP icon
180
Microchip Technology
MCHP
$52.4B
$22.4K 0.02%
+346
NVO
181
Novo Nordisk
NVO
$193B
$22.2K 0.02%
+603
MCHI icon
182
iShares MSCI China ETF
MCHI
$6.22B
$22.1K 0.02%
+393
ABBV icon
183
AbbVie
ABBV
$393B
$21.7K 0.02%
+100
BMNR
184
BitMine Immersion Technologies
BMNR
$9.36B
$20.8K 0.02%
+1,052
AAPU icon
185
Direxion Daily AAPL Bull 2X ETF
AAPU
$186M
$20.7K 0.02%
+737
MAR icon
186
Marriott International
MAR
$105B
$19.9K 0.02%
+61
Q
187
Qnity Electronics Inc
Q
$32.4B
$19.6K 0.02%
+170
COR icon
188
Cencora
COR
$54.5B
$19.6K 0.02%
+62
AN icon
189
AutoNation
AN
$6.58B
$19K 0.01%
+97
SPGI icon
190
S&P Global
SPGI
$128B
$18.5K 0.01%
+43
IBIT icon
191
iShares Bitcoin Trust
IBIT
$50.2B
$18.4K 0.01%
+480
FSSL
192
FS Specialty Lending Fund
FSSL
$879M
$18.3K 0.01%
+1,465
NFLX icon
193
Netflix
NFLX
$334B
$18.3K 0.01%
191
-8,278
LOW icon
194
Lowe's Companies
LOW
$125B
$17.9K 0.01%
+76
EGP icon
195
EastGroup Properties
EGP
$11B
$17.6K 0.01%
+95
ASML icon
196
ASML
ASML
$705B
$17.3K 0.01%
+13
VOT icon
197
Vanguard Mid-Cap Growth ETF
VOT
$19.6B
$17.2K 0.01%
+67
ITA icon
198
iShares US Aerospace & Defense ETF
ITA
$14B
$17.1K 0.01%
+78
CNBS icon
199
Amplify Seymour Cannabis ETF
CNBS
$86.1M
$16.9K 0.01%
+766
MMM icon
200
3M
MMM
$84.4B
$16.6K 0.01%
+114