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
201
$21.6K 0.01%
+684
202
$21.2K 0.01%
+97
203
$21.2K 0.01%
+90
204
$21.1K 0.01%
+43
205
$19.9K 0.01%
+35
206
$19.7K 0.01%
+1,152
207
$19.5K 0.01%
+66
208
$19.4K 0.01%
+62
209
$19K 0.01%
+112
210
$18.9K 0.01%
+229
211
$17.7K 0.01%
+114
212
$17.2K 0.01%
+256
213
$16.5K 0.01%
+176
214
$16.3K 0.01%
+78
215
$16.3K 0.01%
+329
216
$16.2K 0.01%
+372
217
$16.2K 0.01%
+254
218
$15.9K 0.01%
+62
219
$15.8K 0.01%
+93
220
$15.8K 0.01%
+61
221
$15K 0.01%
+78
222
$15K 0.01%
+82
223
$14.6K 0.01%
+154
224
$14.6K 0.01%
+2,986
225
$14.4K 0.01%
+103