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
26
$2.99M 0.32%
19,444
+750
27
$2.92M 0.31%
31,272
28
$2.91M 0.31%
15,703
+1,001
29
$2.77M 0.3%
19,434
+4,435
30
$2.72M 0.29%
36,021
+1,093
31
$2.58M 0.28%
77,342
+4,610
32
$2.53M 0.27%
3,277
33
$2.52M 0.27%
7,678
+96
34
$2.37M 0.25%
17,660
+647
35
$2.23M 0.24%
4,868
-329
36
$2.2M 0.23%
6,614
-50
37
$2.14M 0.23%
11,487
+280
38
$2.11M 0.23%
44,005
-3,394
39
$2.02M 0.22%
4,989
+134
40
$1.95M 0.21%
12,535
-107
41
$1.92M 0.21%
3,967
42
$1.89M 0.2%
13,429
+1,226
43
$1.87M 0.2%
5,050
44
$1.78M 0.19%
5,769
+28
45
$1.74M 0.19%
7,362
46
$1.74M 0.19%
15,465
+1,027
47
$1.73M 0.18%
21,612
48
$1.63M 0.17%
8,710
+281
49
$1.62M 0.17%
4,315
+200
50
$1.6M 0.17%
5,270
+302
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2
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