CFP

Comprehensive Financial Planning Portfolio holdings

AUM $146M
1-Year Est. Return 26.89%
This Quarter Est. Return
1 Year Est. Return
+26.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
-$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$1.25M
3
+$1.25M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$932K
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$853K

Top Sells

1
+$2.53M
2
+$2.5M
3
+$2.18M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.11M
5
NVDA icon
NVIDIA
NVDA
+$2.09M

Sector Composition

1 Technology 15.93%
2 Communication Services 5.47%
3 Consumer Discretionary 3.4%
4 Financials 3.3%
5 Consumer Staples 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.9K 0.01%
+166
227
$7.9K 0.01%
24
228
$7.83K 0.01%
108
229
$7.82K 0.01%
153
230
$7.71K 0.01%
15
231
$7.52K 0.01%
341
232
$7.5K 0.01%
38
233
$7.37K 0.01%
41
234
$7.22K 0.01%
139
-89
235
$7.2K 0.01%
329
-577
236
$7.12K 0.01%
53
237
$6.97K 0.01%
110
238
$6.53K 0.01%
45
239
$6.17K 0.01%
91
240
$6.13K 0.01%
1,159
-26,947
241
$6.04K 0.01%
22
242
$6.01K 0.01%
94
243
$5.94K 0.01%
24
244
$5.89K 0.01%
198
+1
245
$5.68K 0.01%
55
246
$5.66K 0.01%
8,523
247
$5.63K 0.01%
135
248
$5.04K ﹤0.01%
113
249
$5.02K ﹤0.01%
140
250
$4.82K ﹤0.01%
58
8 9
10
11 12