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
551
$4.61K ﹤0.01%
23
552
$4.58K ﹤0.01%
43
553
$4.32K ﹤0.01%
560
554
$4.32K ﹤0.01%
+100
555
$4.25K ﹤0.01%
85
556
$4.18K ﹤0.01%
175
557
$3.83K ﹤0.01%
18
558
$3.79K ﹤0.01%
100
559
$3.78K ﹤0.01%
106
560
$3.74K ﹤0.01%
100
561
$3.62K ﹤0.01%
24
-41
562
$3.58K ﹤0.01%
100
563
$3.47K ﹤0.01%
1,000
+500
564
$3.45K ﹤0.01%
136
565
$3.39K ﹤0.01%
200
566
$3.37K ﹤0.01%
86
-2,080
567
$3.36K ﹤0.01%
160
568
$3.29K ﹤0.01%
308
569
$3.27K ﹤0.01%
50
570
$3.02K ﹤0.01%
200
571
$2.99K ﹤0.01%
200
572
$2.98K ﹤0.01%
+100
573
$2.96K ﹤0.01%
30
574
$2.88K ﹤0.01%
1,000
575
$2.87K ﹤0.01%
13
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23
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