CFFP

Center for Financial Planning Portfolio holdings

AUM $961M
1-Year Est. Return 15.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.84%
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
CMA
351
DELISTED
Comerica
CMA
$35.2K ﹤0.01%
514
+150
PSKY
352
Paramount Skydance Corp
PSKY
$9.92B
$35.1K ﹤0.01%
+1,856
PH icon
353
Parker-Hannifin
PH
$109B
$34.9K ﹤0.01%
46
DE icon
354
Deere & Co
DE
$150B
$34.8K ﹤0.01%
76
IWS icon
355
iShares Russell Mid-Cap Value ETF
IWS
$14B
$34.6K ﹤0.01%
248
+132
BABA icon
356
Alibaba
BABA
$291B
$34.3K ﹤0.01%
192
+20
SCHF icon
357
Schwab International Equity ETF
SCHF
$56.1B
$33.7K ﹤0.01%
1,449
ACHR icon
358
Archer Aviation
ACHR
$3.7B
$33.6K ﹤0.01%
3,510
+2,040
BLD icon
359
TopBuild
BLD
$9.44B
$33.2K ﹤0.01%
85
-5
FJUL icon
360
FT Vest US Equity Buffer ETF July
FJUL
$1.07B
$32.8K ﹤0.01%
600
IVE icon
361
iShares S&P 500 Value ETF
IVE
$45.8B
$32.4K ﹤0.01%
+157
PID icon
362
Invesco International Dividend Achievers ETF
PID
$861M
$32.3K ﹤0.01%
1,521
BWX icon
363
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
$1.49B
$32.3K ﹤0.01%
1,403
CHEF icon
364
Chefs' Warehouse
CHEF
$2.4B
$32.1K ﹤0.01%
550
K
365
DELISTED
Kellanova
K
$32K ﹤0.01%
390
-10
SLV icon
366
iShares Silver Trust
SLV
$36B
$31.8K ﹤0.01%
750
KMX icon
367
CarMax
KMX
$5.67B
$31.4K ﹤0.01%
+700
FBT icon
368
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.18B
$31.4K ﹤0.01%
175
MMD
369
MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD
$273M
$30.3K ﹤0.01%
2,000
BNDX icon
370
Vanguard Total International Bond ETF
BNDX
$76.3B
$30.2K ﹤0.01%
610
-27
DOW icon
371
Dow Inc
DOW
$30.1B
$29.3K ﹤0.01%
1,278
BLK icon
372
Blackrock
BLK
$145B
$29.1K ﹤0.01%
25
DON icon
373
WisdomTree US MidCap Dividend Fund
DON
$3.65B
$28.9K ﹤0.01%
552
FRDM icon
374
Freedom 100 Emerging Markets ETF
FRDM
$2.48B
$28.8K ﹤0.01%
650
USMV icon
375
iShares MSCI USA Min Vol Factor ETF
USMV
$22.3B
$27.9K ﹤0.01%
293
13 14
15
16 17