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
51
$1.6M 0.17%
13,431
-385
52
$1.53M 0.16%
6,308
-37
53
$1.52M 0.16%
22,989
+202
54
$1.45M 0.16%
2,171
-17
55
$1.36M 0.15%
3,054
-230
56
$1.35M 0.14%
13,102
+1,816
57
$1.22M 0.13%
24,299
+83
58
$1.15M 0.12%
7,407
-25
59
$1.14M 0.12%
4,837
-72
60
$1.12M 0.12%
4,309
-29
61
$1.07M 0.11%
1,784
+224
62
$1.04M 0.11%
4,799
+759
63
$1.02M 0.11%
20,845
64
$1.01M 0.11%
12,012
+343
65
$964K 0.1%
5,945
66
$950K 0.1%
4,941
+372
67
$921K 0.1%
20,375
-67
68
$918K 0.1%
1,250
69
$901K 0.1%
15,031
-3,017
70
$887K 0.09%
6,763
71
$883K 0.09%
12,183
72
$880K 0.09%
2,085
-52
73
$870K 0.09%
9,010
+8
74
$851K 0.09%
3,014
75
$842K 0.09%
4,370
+256
1 2
3
4 5