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
501
$8.92K ﹤0.01%
500
502
$8.91K ﹤0.01%
122
+1
503
$8.78K ﹤0.01%
259
504
$8.74K ﹤0.01%
103
505
$8.68K ﹤0.01%
474
+125
506
$8.64K ﹤0.01%
199
-225
507
$8.43K ﹤0.01%
100
508
$8.34K ﹤0.01%
39
509
$8.23K ﹤0.01%
+96
510
$8.06K ﹤0.01%
78
511
$8.01K ﹤0.01%
112
512
$7.76K ﹤0.01%
316
513
$7.75K ﹤0.01%
57
514
$7.39K ﹤0.01%
187
515
$7.38K ﹤0.01%
+96
516
$7.35K ﹤0.01%
200
517
$7.16K ﹤0.01%
+50
518
$6.95K ﹤0.01%
363
519
$6.94K ﹤0.01%
231
520
$6.9K ﹤0.01%
202
521
$6.9K ﹤0.01%
154
522
$6.89K ﹤0.01%
79
-2
523
$6.84K ﹤0.01%
+384
524
$6.8K ﹤0.01%
756
525
$6.7K ﹤0.01%
100
19 20
21
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