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
451
$15.4K ﹤0.01%
22
-15
452
$15.3K ﹤0.01%
500
453
$15.3K ﹤0.01%
65
454
$15.1K ﹤0.01%
1,975
455
$15K ﹤0.01%
148
+12
456
$14.7K ﹤0.01%
510
457
$14.7K ﹤0.01%
175
458
$14.7K ﹤0.01%
152
459
$14.5K ﹤0.01%
216
460
$14.4K ﹤0.01%
200
461
$14.3K ﹤0.01%
76
462
$14.2K ﹤0.01%
+170
463
$14.1K ﹤0.01%
113
464
$13.7K ﹤0.01%
+240
465
$13.6K ﹤0.01%
246
466
$13.5K ﹤0.01%
566
467
$13.3K ﹤0.01%
71
468
$13.3K ﹤0.01%
1,324
469
$13.2K ﹤0.01%
105
470
$13K ﹤0.01%
59
471
$12.8K ﹤0.01%
115
472
$12.7K ﹤0.01%
283
473
$12.6K ﹤0.01%
45
474
$12.5K ﹤0.01%
110
475
$12.5K ﹤0.01%
112
17 18
19
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