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
76
$842K 0.09%
4,760
77
$800K 0.09%
9,818
78
$783K 0.08%
3,171
79
$775K 0.08%
3,205
80
$727K 0.08%
10,237
81
$698K 0.07%
12,292
82
$697K 0.07%
10,193
-500
83
$694K 0.07%
2,033
84
$691K 0.07%
5,494
85
$675K 0.07%
6,102
-140
86
$672K 0.07%
4,752
+25
87
$662K 0.07%
55,360
+514
88
$651K 0.07%
5,430
89
$648K 0.07%
4,006
90
$608K 0.07%
2,251
+317
91
$606K 0.06%
3,057
92
$604K 0.06%
+21,862
93
$601K 0.06%
2,130
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94
$599K 0.06%
785
-1
95
$599K 0.06%
2,437
+665
96
$591K 0.06%
13,216
97
$588K 0.06%
+18,950
98
$569K 0.06%
19,533
99
$568K 0.06%
3,900
100
$566K 0.06%
921
2 3
4
5 6