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
601
$1.56K ﹤0.01%
55
602
$1.55K ﹤0.01%
14
603
$1.52K ﹤0.01%
21
604
$1.49K ﹤0.01%
20
605
$1.49K ﹤0.01%
120
606
$1.38K ﹤0.01%
62
607
$1.38K ﹤0.01%
64
608
$1.38K ﹤0.01%
+40
609
$1.35K ﹤0.01%
490
610
$1.29K ﹤0.01%
52
611
$1.27K ﹤0.01%
20
612
$1.26K ﹤0.01%
35
613
$1.21K ﹤0.01%
50
614
$1.2K ﹤0.01%
50
615
$1.12K ﹤0.01%
125
-607
616
$1.03K ﹤0.01%
69
617
$953 ﹤0.01%
10
618
$935 ﹤0.01%
174
619
$881 ﹤0.01%
60
620
$849 ﹤0.01%
9
621
$816 ﹤0.01%
24
622
$785 ﹤0.01%
250
623
$758 ﹤0.01%
22
624
$701 ﹤0.01%
100
625
$649 ﹤0.01%
10
23 24
25
26 27