CFFP

Center for Financial Planning Portfolio holdings

AUM $936M
1-Year Est. Return 13.21%
This Quarter Est. Return
1 Year Est. Return
+13.21%
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
+$3.46M
2
+$2.07M
3
+$1.91M
4
AAPL icon
Apple
AAPL
+$1.04M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$632K

Top Sells

1
+$2.23M
2
+$710K
3
+$638K
4
QMAR icon
FT Vest Growth-100 Buffer ETF March
QMAR
+$589K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$181K

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
CMA icon
351
Comerica
CMA
$11.4B
$35.2K ﹤0.01%
514
+150
PSKY
352
Paramount Skydance Corp
PSKY
$14.5B
$35.1K ﹤0.01%
+1,856
PH icon
353
Parker-Hannifin
PH
$110B
$34.9K ﹤0.01%
46
DE icon
354
Deere & Co
DE
$130B
$34.8K ﹤0.01%
76
IWS icon
355
iShares Russell Mid-Cap Value ETF
IWS
$14.4B
$34.6K ﹤0.01%
248
+132
BABA icon
356
Alibaba
BABA
$353B
$34.3K ﹤0.01%
192
+20
SCHF icon
357
Schwab International Equity ETF
SCHF
$53B
$33.7K ﹤0.01%
1,449
ACHR icon
358
Archer Aviation
ACHR
$5.78B
$33.6K ﹤0.01%
3,510
+2,040
BLD icon
359
TopBuild
BLD
$12B
$33.2K ﹤0.01%
85
-5
FJUL icon
360
FT Vest US Equity Buffer ETF July
FJUL
$1.16B
$32.8K ﹤0.01%
600
IVE icon
361
iShares S&P 500 Value ETF
IVE
$47.6B
$32.4K ﹤0.01%
+157
PID icon
362
Invesco International Dividend Achievers ETF
PID
$888M
$32.3K ﹤0.01%
1,521
BWX icon
363
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
$1.34B
$32.3K ﹤0.01%
1,403
CHEF icon
364
Chefs' Warehouse
CHEF
$2.58B
$32.1K ﹤0.01%
550
K
365
DELISTED
Kellanova
K
$32K ﹤0.01%
390
-10
SLV icon
366
iShares Silver Trust
SLV
$33.9B
$31.8K ﹤0.01%
750
KMX icon
367
CarMax
KMX
$5.96B
$31.4K ﹤0.01%
+700
FBT icon
368
First Trust NYSE Arca Biotechnology Index Fund
FBT
$1.34B
$31.4K ﹤0.01%
175
MMD
369
MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD
$279M
$30.3K ﹤0.01%
2,000
BNDX icon
370
Vanguard Total International Bond ETF
BNDX
$72.3B
$30.2K ﹤0.01%
610
-27
DOW icon
371
Dow Inc
DOW
$16.3B
$29.3K ﹤0.01%
1,278
BLK icon
372
Blackrock
BLK
$166B
$29.1K ﹤0.01%
25
DON icon
373
WisdomTree US MidCap Dividend Fund
DON
$3.79B
$28.9K ﹤0.01%
552
FRDM icon
374
Freedom 100 Emerging Markets ETF
FRDM
$1.75B
$28.8K ﹤0.01%
650
USMV icon
375
iShares MSCI USA Min Vol Factor ETF
USMV
$22.6B
$27.9K ﹤0.01%
293
13 14
15
16 17