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
401
$22.8K ﹤0.01%
+646
402
$22.6K ﹤0.01%
+489
403
$22.6K ﹤0.01%
+813
404
$22.4K ﹤0.01%
217
405
$22.3K ﹤0.01%
28
406
$22.1K ﹤0.01%
+2,000
407
$22K ﹤0.01%
+1,500
408
$21.9K ﹤0.01%
264
409
$21.5K ﹤0.01%
123
410
$21.5K ﹤0.01%
100
411
$20.8K ﹤0.01%
174
412
$20.8K ﹤0.01%
+150
413
$20.8K ﹤0.01%
150
414
$20.4K ﹤0.01%
209
415
$20.1K ﹤0.01%
300
416
$20K ﹤0.01%
250
417
$19.6K ﹤0.01%
50
418
$19.2K ﹤0.01%
126
419
$19.1K ﹤0.01%
300
420
$19.1K ﹤0.01%
1,104
421
$19.1K ﹤0.01%
112
422
$18.9K ﹤0.01%
695
423
$18.9K ﹤0.01%
181
424
$18.9K ﹤0.01%
80
425
$18.9K ﹤0.01%
2,000
15 16
17
18 19