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
151
$258K 0.03%
1,803
-465
152
$255K 0.03%
4,939
153
$252K 0.03%
824
-24
154
$249K 0.03%
269
-35
155
$244K 0.03%
987
156
$237K 0.03%
2,677
157
$237K 0.03%
245
158
$233K 0.02%
653
159
$227K 0.02%
2,484
-187
160
$226K 0.02%
3,406
161
$225K 0.02%
1,603
-6
162
$224K 0.02%
3,475
+26
163
$222K 0.02%
4,859
+1,637
164
$222K 0.02%
2,286
165
$218K 0.02%
2,230
-243
166
$216K 0.02%
675
167
$214K 0.02%
2,558
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168
$205K 0.02%
458
169
$200K 0.02%
2,973
170
$199K 0.02%
6,396
171
$197K 0.02%
4,340
172
$193K 0.02%
283
173
$191K 0.02%
1,584
+266
174
$190K 0.02%
12,664
175
$184K 0.02%
636
5 6
7
8 9