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
576
$2.71K ﹤0.01%
104
577
$2.71K ﹤0.01%
180
578
$2.7K ﹤0.01%
+219
579
$2.64K ﹤0.01%
100
580
$2.54K ﹤0.01%
18
581
$2.48K ﹤0.01%
508
582
$2.46K ﹤0.01%
382
583
$2.46K ﹤0.01%
100
584
$2.45K ﹤0.01%
+25
585
$2.38K ﹤0.01%
+41
586
$2.34K ﹤0.01%
5
587
$2.29K ﹤0.01%
43
588
$2.27K ﹤0.01%
36
589
$2.26K ﹤0.01%
10
590
$2.09K ﹤0.01%
20
591
$2.05K ﹤0.01%
88
592
$2.03K ﹤0.01%
23
593
$2.02K ﹤0.01%
100
594
$1.85K ﹤0.01%
174
595
$1.83K ﹤0.01%
321
596
$1.75K ﹤0.01%
52
597
$1.75K ﹤0.01%
18
598
$1.73K ﹤0.01%
7
599
$1.63K ﹤0.01%
97
600
$1.56K ﹤0.01%
100
22 23
24
25 26