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
301
$50.8K 0.01%
300
302
$50.6K 0.01%
+354
303
$49.7K 0.01%
+257
304
$49.6K 0.01%
172
305
$49.6K 0.01%
+372
306
$49.3K 0.01%
248
307
$49K 0.01%
579
308
$48.9K 0.01%
345
309
$48.8K 0.01%
669
310
$48.5K 0.01%
404
311
$47.6K 0.01%
195
312
$47.6K 0.01%
943
313
$47.4K 0.01%
1,414
-100
314
$47K 0.01%
981
315
$46.9K 0.01%
631
-6
316
$46.2K ﹤0.01%
633
-1,057
317
$45.7K ﹤0.01%
780
318
$44.9K ﹤0.01%
+191
319
$44.7K ﹤0.01%
+500
320
$44.6K ﹤0.01%
+800
321
$44K ﹤0.01%
1,500
322
$43.8K ﹤0.01%
597
323
$43.4K ﹤0.01%
1,260
+50
324
$42.8K ﹤0.01%
2,189
-356
325
$42.3K ﹤0.01%
939
11 12
13
14 15