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
476
$12.4K ﹤0.01%
149
477
$12.1K ﹤0.01%
60
478
$11.9K ﹤0.01%
200
479
$11.8K ﹤0.01%
1,094
480
$11.6K ﹤0.01%
163
481
$11.3K ﹤0.01%
105
482
$11.2K ﹤0.01%
371
483
$11.1K ﹤0.01%
132
-3
484
$11.1K ﹤0.01%
131
485
$10.9K ﹤0.01%
100
486
$10.9K ﹤0.01%
564
487
$10.4K ﹤0.01%
70
488
$10.1K ﹤0.01%
82
489
$10K ﹤0.01%
30
490
$9.89K ﹤0.01%
+29
491
$9.83K ﹤0.01%
218
492
$9.75K ﹤0.01%
147
-5
493
$9.66K ﹤0.01%
+2,000
494
$9.56K ﹤0.01%
38
495
$9.54K ﹤0.01%
188
496
$9.53K ﹤0.01%
200
497
$9.44K ﹤0.01%
490
498
$9.4K ﹤0.01%
+102
499
$9.04K ﹤0.01%
159
500
$9.01K ﹤0.01%
292
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