CFFP

Center for Financial Planning Portfolio holdings

AUM $958M
1-Year Est. Return 15.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$936M
AUM Growth
+$63.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$1.99M
3
+$1.87M
4
AAPL icon
Apple
AAPL
+$926K
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$614K

Top Sells

1
+$2.18M
2
+$781K
3
+$621K
4
QMAR icon
FT Vest Growth-100 Buffer ETF March
QMAR
+$578K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$176K

Sector Composition

1 Financials 4.32%
2 Technology 4.08%
3 Healthcare 2.39%
4 Consumer Discretionary 1.57%
5 Industrials 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$102K 0.01%
968
227
$101K 0.01%
1,341
228
$100K 0.01%
562
+122
229
$99.8K 0.01%
+6,000
230
$99.3K 0.01%
1,040
+270
231
$95.4K 0.01%
442
232
$93.7K 0.01%
350
233
$92.8K 0.01%
2,498
234
$92.8K 0.01%
800
235
$92.3K 0.01%
2,150
+323
236
$91.4K 0.01%
1,796
237
$90.1K 0.01%
3,645
238
$89.4K 0.01%
320
239
$88K 0.01%
+1,212
240
$87.7K 0.01%
1,330
-100
241
$87.5K 0.01%
418
+296
242
$86.8K 0.01%
1,284
+441
243
$85.6K 0.01%
660
244
$85.6K 0.01%
588
245
$85K 0.01%
1,001
246
$83.6K 0.01%
1,060
247
$82.5K 0.01%
982
248
$82.3K 0.01%
145
249
$82.2K 0.01%
5,792
250
$82.1K 0.01%
300
8 9
10
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