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
ASTS icon
201
AST SpaceMobile
ASTS
$20.7B
$16.6K 0.01%
+200
MET icon
202
MetLife
MET
$52.3B
$16.4K 0.01%
+232
AEM icon
203
Agnico Eagle Mines
AEM
$92B
$16.2K 0.01%
+80
TXN icon
204
Texas Instruments
TXN
$256B
$16.1K 0.01%
+83
CLS icon
205
Celestica
CLS
$48.2B
$16.1K 0.01%
+57
DD icon
206
DuPont de Nemours
DD
$19B
$15.8K 0.01%
+344
XSW icon
207
State Street SPDR S&P Software & Services ETF
XSW
$381M
$15.5K 0.01%
+109
VST icon
208
Vistra
VST
$52.6B
$15.1K 0.01%
101
-1,885
SO icon
209
Southern Company
SO
$109B
$15.1K 0.01%
+156
LIN icon
210
Linde
LIN
$235B
$15K 0.01%
+30
RGR icon
211
Sturm, Ruger & Co
RGR
$688M
$15K 0.01%
+373
XME icon
212
State Street SPDR S&P Metals & Mining ETF
XME
$5.24B
$14.9K 0.01%
+138
B
213
Barrick Mining
B
$65B
$14.8K 0.01%
+363
AWK icon
214
American Water Works
AWK
$24.9B
$14.3K 0.01%
+105
AMT icon
215
American Tower
AMT
$84.7B
$13.7K 0.01%
+79
ES icon
216
Eversource Energy
ES
$26.7B
$13.3K 0.01%
+192
CGUS icon
217
Capital Group Core Equity ETF
CGUS
$10.2B
$13.1K 0.01%
+342
COIN icon
218
Coinbase
COIN
$50.5B
$13.1K 0.01%
+75
HOOG
219
Leverage Shares 2X Long HOOD Daily ETF
HOOG
$59.4M
$12.9K 0.01%
+756
NUE icon
220
Nucor
NUE
$51.5B
$12.8K 0.01%
+75
IWN icon
221
iShares Russell 2000 Value ETF
IWN
$13.5B
$12.7K 0.01%
+67
MDLZ icon
222
Mondelez International
MDLZ
$78.8B
$12.3K 0.01%
+214
ETHE
223
Grayscale Ethereum Staking ETF Shares
ETHE
$1.95B
$12.3K 0.01%
+721
SOXX icon
224
iShares Semiconductor ETF
SOXX
$29.9B
$12K 0.01%
+36
GBTC icon
225
Grayscale Bitcoin Trust
GBTC
$31.1B
$11.8K 0.01%
+224