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
626
$634 ﹤0.01%
10
627
$568 ﹤0.01%
22
628
$486 ﹤0.01%
1
629
$452 ﹤0.01%
20
630
$406 ﹤0.01%
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631
$386 ﹤0.01%
20
632
$367 ﹤0.01%
17
633
$319 ﹤0.01%
9
634
$287 ﹤0.01%
17
-1
635
$280 ﹤0.01%
31
636
$256 ﹤0.01%
135
637
$226 ﹤0.01%
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638
$184 ﹤0.01%
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$174 ﹤0.01%
50
640
$163 ﹤0.01%
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$159 ﹤0.01%
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$150 ﹤0.01%
+4
643
$137 ﹤0.01%
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$129 ﹤0.01%
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$126 ﹤0.01%
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$120 ﹤0.01%
1
647
$107 ﹤0.01%
2
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$98 ﹤0.01%
1
649
$96 ﹤0.01%
4
650
$76 ﹤0.01%
+2
24 25
26
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