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
176
$26.6K 0.02%
+113
177
$26.5K 0.02%
+161
178
$26K 0.02%
+202
179
$25.7K 0.02%
+137
180
$25.5K 0.02%
+222
181
$25.4K 0.02%
+143
182
$25K 0.02%
+274
183
$24.8K 0.02%
+94
184
$24.7K 0.02%
+201
185
$24.7K 0.02%
+472
186
$24K 0.02%
+65
187
$23.6K 0.02%
+80
188
$23.6K 0.02%
+493
189
$23K 0.02%
+779
190
$23K 0.02%
+96
191
$22.9K 0.02%
+165
192
$22.1K 0.02%
+308
193
$22K 0.02%
+586
194
$21.8K 0.02%
+421
195
$21.7K 0.02%
+186
196
$21.5K 0.02%
+121
197
$21.4K 0.02%
+139
198
$21.2K 0.02%
+40
199
$21K 0.02%
+30
200
$21K 0.02%
+113