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
201
$131K 0.01%
205
-16
202
$129K 0.01%
1,359
+605
203
$128K 0.01%
736
204
$127K 0.01%
2,738
205
$126K 0.01%
+14,084
206
$124K 0.01%
412
207
$123K 0.01%
1,700
+68
208
$122K 0.01%
840
209
$121K 0.01%
1,086
210
$121K 0.01%
375
211
$120K 0.01%
20,000
212
$119K 0.01%
3,652
+1,613
213
$117K 0.01%
1,648
214
$116K 0.01%
2,303
215
$114K 0.01%
527
216
$112K 0.01%
225
217
$112K 0.01%
615
+145
218
$111K 0.01%
316
-10
219
$111K 0.01%
822
220
$110K 0.01%
1,637
-8
221
$109K 0.01%
640
222
$108K 0.01%
2,571
223
$107K 0.01%
773
224
$105K 0.01%
458
-335
225
$104K 0.01%
1,518
7 8
9
10 11