CFFP
Center for Financial Planning Portfolio holdings
AUM
$961M
1-Year Est. Return
15.84%
This Fund
S&P 500
1 Year Est. Return
+15.84%
AUM
$936M
AUM Growth
+$63.7M
(+7.3%)
Holding
702
Top Buys
| 1 | +$3.43M | |
| 2 | +$1.99M | |
| 3 | +$1.87M | |
| 4 |
Apple
AAPL
|
+$926K |
| 5 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
+$614K |
Top Sells
| 1 | +$2.18M | |
| 2 | +$781K | |
| 3 | +$621K | |
| 4 |
FT Vest Growth-100 Buffer ETF March
QMAR
|
+$578K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
701
Invesco CurrencyShares Canadian Dollar Trust
FXC
$84.3M
| – | – |
-735
|
|
||
702
iShares US Treasury Bond ETF
GOVT
$40.4B
| – | – |
-5
|
|