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
ETHA
201
iShares Ethereum Trust ETF
ETHA
$1.71B
$21.6K 0.01%
+684
AN icon
202
AutoNation
AN
$7.53B
$21.2K 0.01%
+97
LNG icon
203
Cheniere Energy
LNG
$40.7B
$21.2K 0.01%
+90
SPGI icon
204
S&P Global
SPGI
$151B
$21.1K 0.01%
+43
MA icon
205
Mastercard
MA
$508B
$19.9K 0.01%
+35
PAA icon
206
Plains All American Pipeline
PAA
$12.4B
$19.7K 0.01%
+1,152
VOT icon
207
Vanguard Mid-Cap Growth ETF
VOT
$17.8B
$19.5K 0.01%
+66
COR icon
208
Cencora
COR
$66.3B
$19.4K 0.01%
+62
VLO icon
209
Valero Energy
VLO
$49.7B
$19K 0.01%
+112
MET icon
210
MetLife
MET
$54.2B
$18.9K 0.01%
+229
MMM icon
211
3M
MMM
$86.7B
$17.7K 0.01%
+114
BLOK icon
212
Amplify Blockchain Technology ETF
BLOK
$1.13B
$17.2K 0.01%
+256
NVDL icon
213
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$4.07B
$16.5K 0.01%
+176
ITA icon
214
iShares US Aerospace & Defense ETF
ITA
$12.2B
$16.3K 0.01%
+78
EWP icon
215
iShares MSCI Spain ETF
EWP
$1.66B
$16.3K 0.01%
+329
RGR icon
216
Sturm, Ruger & Co
RGR
$509M
$16.2K 0.01%
+372
EWT icon
217
iShares MSCI Taiwan ETF
EWT
$6.63B
$16.2K 0.01%
+254
MTUM icon
218
iShares MSCI USA Momentum Factor ETF
MTUM
$20.3B
$15.9K 0.01%
+62
EGP icon
219
EastGroup Properties
EGP
$9.66B
$15.8K 0.01%
+93
MAR icon
220
Marriott International
MAR
$82.1B
$15.8K 0.01%
+61
AMT icon
221
American Tower
AMT
$83.9B
$15K 0.01%
+78
TXN icon
222
Texas Instruments
TXN
$161B
$15K 0.01%
+82
SO icon
223
Southern Company
SO
$94.4B
$14.6K 0.01%
+154
RXRX icon
224
Recursion Pharmaceuticals
RXRX
$2.19B
$14.6K 0.01%
+2,986
AWK icon
225
American Water Works
AWK
$25.9B
$14.4K 0.01%
+103