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
101
$554K 0.06%
10,980
-190
102
$545K 0.06%
2,000
+98
103
$527K 0.06%
1,875
-200
104
$516K 0.06%
7,611
105
$513K 0.05%
3,074
106
$508K 0.05%
2,671
+365
107
$504K 0.05%
9,810
108
$500K 0.05%
10,353
109
$496K 0.05%
5,212
+348
110
$495K 0.05%
3,426
-100
111
$490K 0.05%
2,926
-92
112
$487K 0.05%
1,411
+230
113
$485K 0.05%
11,043
+1,355
114
$481K 0.05%
24,000
115
$476K 0.05%
5,103
116
$476K 0.05%
978
-1,459
117
$467K 0.05%
2,384
118
$456K 0.05%
4,149
+215
119
$455K 0.05%
1,999
120
$454K 0.05%
5,444
+462
121
$453K 0.05%
2,109
122
$448K 0.05%
3,910
+657
123
$444K 0.05%
7,303
+574
124
$427K 0.05%
1,645
+867
125
$395K 0.04%
22,846
3 4
5
6 7