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
251
$4.48K ﹤0.01%
99
252
$4.45K ﹤0.01%
30
-1
253
$4.45K ﹤0.01%
33
-1
254
$4.37K ﹤0.01%
118
255
$4.17K ﹤0.01%
106
256
$4K ﹤0.01%
+500
257
$3.98K ﹤0.01%
16
-5
258
$3.97K ﹤0.01%
106
259
$3.96K ﹤0.01%
49
260
$3.88K ﹤0.01%
70
261
$3.88K ﹤0.01%
55
-5
262
$3.73K ﹤0.01%
111
263
$3.66K ﹤0.01%
150
264
$3.56K ﹤0.01%
43
-1
265
$3.52K ﹤0.01%
36
266
$3.46K ﹤0.01%
74
-8,912
267
$3.2K ﹤0.01%
16
268
$3.2K ﹤0.01%
300
269
$3.19K ﹤0.01%
237
270
$2.9K ﹤0.01%
1,000
271
$2.86K ﹤0.01%
28
272
$2.85K ﹤0.01%
115
273
$2.83K ﹤0.01%
37
274
$2.83K ﹤0.01%
115
275
$2.76K ﹤0.01%
128
9 10
11
12 13