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
426
$18.7K ﹤0.01%
54
427
$18.6K ﹤0.01%
278
+71
428
$18.6K ﹤0.01%
1,134
429
$18.5K ﹤0.01%
200
430
$18.3K ﹤0.01%
+482
431
$18.3K ﹤0.01%
56
432
$18.2K ﹤0.01%
+322
433
$18.1K ﹤0.01%
432
434
$18.1K ﹤0.01%
+127
435
$17.8K ﹤0.01%
136
436
$17.6K ﹤0.01%
500
437
$17.5K ﹤0.01%
229
438
$17.3K ﹤0.01%
5,390
439
$17.3K ﹤0.01%
94
440
$17K ﹤0.01%
600
441
$16.9K ﹤0.01%
+4,000
442
$16.7K ﹤0.01%
240
443
$16.5K ﹤0.01%
497
444
$16.2K ﹤0.01%
75
445
$16.1K ﹤0.01%
1,000
446
$16K ﹤0.01%
300
447
$16K ﹤0.01%
115
448
$15.9K ﹤0.01%
2,067
449
$15.8K ﹤0.01%
111
+50
450
$15.6K ﹤0.01%
805
16 17
18
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