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
276
$64.6K 0.01%
516
277
$64.1K 0.01%
778
+81
278
$61.9K 0.01%
850
279
$60.6K 0.01%
3,787
280
$60.2K 0.01%
205
281
$59.9K 0.01%
294
282
$59.6K 0.01%
249
283
$59.4K 0.01%
1,500
284
$58.8K 0.01%
984
285
$58.3K 0.01%
616
-717
286
$58.1K 0.01%
635
-75
287
$57.6K 0.01%
342
288
$57.3K 0.01%
60
289
$56.6K 0.01%
2,000
290
$55.8K 0.01%
588
291
$54.1K 0.01%
+285
292
$53.9K 0.01%
136
293
$53.9K 0.01%
500
294
$52.9K 0.01%
363
295
$52.7K 0.01%
67
296
$52.5K 0.01%
340
-14
297
$52.3K 0.01%
583
298
$51.8K 0.01%
199
299
$51K 0.01%
549
300
$51K 0.01%
7,044
+1,131
10 11
12
13 14