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

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
176
$26.6K 0.02%
+44
177
$26.6K 0.02%
+815
178
$25.9K 0.02%
+369
179
$25.7K 0.02%
+246
180
$25.6K 0.02%
+388
181
$25.5K 0.02%
+650
182
$25.3K 0.02%
+114
183
$25.1K 0.02%
+185
184
$25K 0.02%
+150
185
$24.8K 0.02%
+125
186
$24.6K 0.02%
+510
187
$24.5K 0.02%
+358
188
$24.3K 0.02%
+304
189
$24.3K 0.02%
+562
190
$23.8K 0.02%
+315
191
$23.3K 0.02%
+423
192
$23.3K 0.02%
+352
193
$23.2K 0.02%
+100
194
$23.1K 0.02%
+206
195
$22.7K 0.02%
+191
196
$22.7K 0.02%
+766
197
$22.6K 0.02%
+577
198
$22.1K 0.01%
+176
199
$21.9K 0.01%
+341
200
$21.9K 0.01%
+244