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
351
$35.2K ﹤0.01%
514
+150
352
$35.1K ﹤0.01%
+1,856
353
$34.9K ﹤0.01%
46
354
$34.8K ﹤0.01%
76
355
$34.6K ﹤0.01%
248
+132
356
$34.3K ﹤0.01%
192
+20
357
$33.7K ﹤0.01%
1,449
358
$33.6K ﹤0.01%
3,510
+2,040
359
$33.2K ﹤0.01%
85
-5
360
$32.8K ﹤0.01%
600
361
$32.4K ﹤0.01%
+157
362
$32.3K ﹤0.01%
1,521
363
$32.3K ﹤0.01%
1,403
364
$32.1K ﹤0.01%
550
365
$32K ﹤0.01%
390
-10
366
$31.8K ﹤0.01%
750
367
$31.4K ﹤0.01%
+700
368
$31.4K ﹤0.01%
175
369
$30.3K ﹤0.01%
2,000
370
$30.2K ﹤0.01%
610
-27
371
$29.3K ﹤0.01%
1,278
372
$29.1K ﹤0.01%
25
373
$28.9K ﹤0.01%
552
374
$28.8K ﹤0.01%
650
375
$27.9K ﹤0.01%
293
13 14
15
16 17