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
526
$6.63K ﹤0.01%
120
-5
527
$6.58K ﹤0.01%
26
528
$6.42K ﹤0.01%
100
529
$6.4K ﹤0.01%
5
530
$6.37K ﹤0.01%
+404
531
$6.27K ﹤0.01%
150
532
$6.23K ﹤0.01%
+130
533
$6.2K ﹤0.01%
74
534
$6.17K ﹤0.01%
5
535
$6.06K ﹤0.01%
45
536
$5.96K ﹤0.01%
530
537
$5.74K ﹤0.01%
+307
538
$5.7K ﹤0.01%
500
539
$5.69K ﹤0.01%
575
-11
540
$5.58K ﹤0.01%
+50
541
$5.42K ﹤0.01%
210
542
$5.41K ﹤0.01%
323
543
$5.38K ﹤0.01%
152
544
$5.31K ﹤0.01%
124
545
$5.27K ﹤0.01%
+165
546
$5.24K ﹤0.01%
86
547
$5.19K ﹤0.01%
151
-102
548
$4.86K ﹤0.01%
40
549
$4.8K ﹤0.01%
800
550
$4.62K ﹤0.01%
160
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