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
251
$81.4K 0.01%
810
+150
252
$81.2K 0.01%
+1,044
253
$81.1K 0.01%
1,057
254
$80.2K 0.01%
6,000
255
$79.4K 0.01%
170
256
$79.2K 0.01%
2,532
257
$77.9K 0.01%
1,096
258
$77.6K 0.01%
1,223
259
$77.5K 0.01%
1,440
260
$77.3K 0.01%
2,100
261
$77K 0.01%
1,290
262
$75.9K 0.01%
1,126
263
$75.7K 0.01%
1,300
264
$75.6K 0.01%
531
265
$75.4K 0.01%
1,671
-198
266
$73.5K 0.01%
600
267
$72.4K 0.01%
2,066
+210
268
$71.4K 0.01%
1,559
269
$70.9K 0.01%
2,598
270
$67.3K 0.01%
137
+98
271
$66.7K 0.01%
176
272
$66K 0.01%
494
273
$65.6K 0.01%
1,418
274
$65.3K 0.01%
137
-21
275
$65.2K 0.01%
500
9 10
11
12 13