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
651
$74 ﹤0.01%
2
652
$66 ﹤0.01%
5
653
$56 ﹤0.01%
20
654
$44 ﹤0.01%
1
655
$37 ﹤0.01%
25
656
$37 ﹤0.01%
3
657
$30 ﹤0.01%
3
658
$11 ﹤0.01%
2
659
$10 ﹤0.01%
2
660
$2 ﹤0.01%
1
661
– –
-23
662
– –
-28
663
– –
-189
664
– –
-735
665
– –
-5
666
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-4
667
– –
-10
668
– –
-13
669
– –
-2,213
670
– –
-1,856
671
– –
-1,641
672
– –
-3,383
673
– –
-4,569
674
– –
-12
675
– –
-1,000
25 26
27
28 29