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
201
$21K 0.02%
+555
202
$20.9K 0.02%
+67
203
$20.6K 0.02%
+1,025
204
$20.2K 0.02%
+43
205
$20.2K 0.02%
+2,986
206
$19.8K 0.02%
+58
207
$19.8K 0.02%
+871
208
$19.3K 0.02%
+90
209
$19.2K 0.02%
+148
210
$18.9K 0.02%
+298
211
$18.9K 0.02%
+111
212
$18.7K 0.02%
+77
213
$18.5K 0.02%
+1,083
214
$18.4K 0.02%
+317
215
$18.4K 0.02%
+103
216
$18.3K 0.02%
+224
217
$18.1K 0.02%
+159
218
$17.7K 0.01%
+359
219
$17.7K 0.01%
+179
220
$17.7K 0.01%
+173
221
$17.1K 0.01%
+72
222
$17K 0.01%
+34
223
$16.8K 0.01%
+32
224
$16.5K 0.01%
+600
225
$16.5K 0.01%
+97