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
NOC icon
176
Northrop Grumman
NOC
$81.2B
$26.6K 0.02%
+44
DD icon
177
DuPont de Nemours
DD
$16.9B
$26.6K 0.02%
+815
SHLD icon
178
Global X Defense Tech ETF
SHLD
$4.91B
$25.9K 0.02%
+369
SPYG icon
179
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$44.8B
$25.7K 0.02%
+246
MCHI icon
180
iShares MSCI China ETF
MCHI
$7.65B
$25.6K 0.02%
+388
CMG icon
181
Chipotle Mexican Grill
CMG
$47.2B
$25.5K 0.02%
+650
FTEC icon
182
Fidelity MSCI Information Technology Index ETF
FTEC
$16.5B
$25.3K 0.02%
+114
SUSA icon
183
iShares ESG Optimized MSCI USA ETF
SUSA
$3.7B
$25.1K 0.02%
+185
DOV icon
184
Dover
DOV
$27B
$25K 0.02%
+150
XSW icon
185
State Street SPDR S&P Software & Services ETF
XSW
$437M
$24.8K 0.02%
+125
USB icon
186
US Bancorp
USB
$83.1B
$24.6K 0.02%
+510
IYK icon
187
iShares US Consumer Staples ETF
IYK
$1.18B
$24.5K 0.02%
+358
STRV icon
188
Strive 500 ETF
STRV
$1.02B
$24.3K 0.02%
+562
VGK icon
189
Vanguard FTSE Europe ETF
VGK
$28.9B
$24.3K 0.02%
+304
NEE icon
190
NextEra Energy
NEE
$169B
$23.8K 0.02%
+315
BITX icon
191
2x Bitcoin Strategy ETF
BITX
$1.48B
$23.3K 0.02%
+423
MO icon
192
Altria Group
MO
$99.6B
$23.3K 0.02%
+352
ABBV icon
193
AbbVie
ABBV
$395B
$23.2K 0.02%
+100
EOG icon
194
EOG Resources
EOG
$55.2B
$23.1K 0.02%
+206
IJR icon
195
iShares Core S&P Small-Cap ETF
IJR
$89.3B
$22.7K 0.02%
+191
CNBS icon
196
Amplify Seymour Cannabis ETF
CNBS
$144M
$22.7K 0.02%
+766
FCX icon
197
Freeport-McMoran
FCX
$68.3B
$22.6K 0.02%
+577
RWK icon
198
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.06B
$22.1K 0.01%
+176
MCHP icon
199
Microchip Technology
MCHP
$35.6B
$21.9K 0.01%
+341
GBTC icon
200
Grayscale Bitcoin Trust
GBTC
$35B
$21.9K 0.01%
+244