CFP

Comprehensive Financial Planning Portfolio holdings

AUM $151M
1-Year Est. Return 23.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
+$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$924K
2
+$876K
3
+$869K
4
JGRO icon
JPMorgan Active Growth ETF
JGRO
+$617K
5
JIVE icon
JPMorgan International Value ETF
JIVE
+$603K

Top Sells

1
+$421K
2
+$353K
3
+$347K
4
SLV icon
iShares Silver Trust
SLV
+$262K
5
IYT icon
iShares US Transportation ETF
IYT
+$160K

Sector Composition

1 Technology 17.69%
2 Communication Services 6.23%
3 Consumer Discretionary 3.33%
4 Financials 2.57%
5 Industrials 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$11.6K 0.01%
130
+1
227
$11.1K 0.01%
80
228
$10.9K 0.01%
129
229
$10.4K 0.01%
147
230
$10.1K 0.01%
+100
231
$9.99K 0.01%
216
232
$9.82K 0.01%
121
+1
233
$9.49K 0.01%
329
234
$9.38K 0.01%
32
235
$9.3K 0.01%
150
236
$8.65K 0.01%
619
237
$8.51K 0.01%
41
238
$8.26K 0.01%
76
239
$8.24K 0.01%
45
240
$8.22K 0.01%
108
241
$8.05K 0.01%
110
242
$7.93K 0.01%
24
243
$7.89K 0.01%
155
+2
244
$7.68K 0.01%
140
+1
245
$7.57K 0.01%
15
246
$7.54K 0.01%
341
247
$7.53K 0.01%
166
248
$7.04K 0.01%
53
249
$6.89K 0.01%
44
-1,052
250
$6.87K 0.01%
1,500
8 9
10
11 12