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
126
$386K 0.04%
5,842
127
$381K 0.04%
12,138
+1,252
128
$381K 0.04%
1,349
+599
129
$375K 0.04%
3,521
130
$373K 0.04%
2,457
+655
131
$365K 0.04%
14,332
-68
132
$363K 0.04%
860
+64
133
$361K 0.04%
12,793
-265
134
$353K 0.04%
1,174
135
$346K 0.04%
5,244
+845
136
$342K 0.04%
5,470
137
$326K 0.03%
1,051
+516
138
$324K 0.03%
4,286
+235
139
$315K 0.03%
8,037
140
$308K 0.03%
1,620
141
$298K 0.03%
2,315
142
$295K 0.03%
591
-160
143
$289K 0.03%
8,985
-18,311
144
$287K 0.03%
2,580
145
$282K 0.03%
2,279
-73
146
$278K 0.03%
782
+130
147
$276K 0.03%
1,961
+404
148
$268K 0.03%
2,372
-188
149
$268K 0.03%
767
150
$261K 0.03%
2,232
-996
4 5
6
7 8