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

Top Sells

1
+$764K
2
+$281K
3
+$197K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$151K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$146K

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
1
$30.6M 20.54%
50,928
+1,641
2
$27.4M 18.43%
40,992
+1,552
3
$14.5M 9.71%
77,489
-1,133
4
$6.32M 4.25%
24,828
-1,243
5
$5.83M 3.91%
40,687
+2,678
6
$5.28M 3.54%
28,921
+2,216
7
$4.61M 3.1%
8,900
-160
8
$3.87M 2.6%
7,688
-311
9
$3.79M 2.55%
5,282
+276
10
$2.94M 1.98%
36,525
+40
11
$2.82M 1.89%
49,612
+11,582
12
$2.6M 1.75%
2,814
+14
13
$2.33M 1.57%
3,914
-124
14
$1.87M 1.26%
2,812
+54
15
$1.85M 1.25%
8,441
-106
16
$1.7M 1.14%
14,005
+3,864
17
$1.33M 0.89%
2,872
-186
18
$1.18M 0.79%
9,810
+160
19
$1.16M 0.78%
56,165
-462
20
$888K 0.6%
1,209
+50
21
$762K 0.51%
3,533
+195
22
$761K 0.51%
36,803
-2,011
23
$684K 0.46%
1,538
-41
24
$650K 0.44%
1,388
+1
25
$650K 0.44%
33,225
-1,490
1
2 3 4 5