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
276
$2.69K ﹤0.01%
118
-251
277
$2.69K ﹤0.01%
114
278
$2.67K ﹤0.01%
12
279
$2.65K ﹤0.01%
60
-1
280
$2.07K ﹤0.01%
23
281
$2.06K ﹤0.01%
19
282
$1.98K ﹤0.01%
50
283
$1.95K ﹤0.01%
61
-1
284
$1.75K ﹤0.01%
55
285
$1.72K ﹤0.01%
15
286
$1.66K ﹤0.01%
39
287
$1.65K ﹤0.01%
27
288
$1.55K ﹤0.01%
11
289
$1.46K ﹤0.01%
98
290
$1.38K ﹤0.01%
23
291
$1.37K ﹤0.01%
23
292
$1.33K ﹤0.01%
5
293
$1.22K ﹤0.01%
4
294
$1.18K ﹤0.01%
110
295
$1.15K ﹤0.01%
29
-1,077
296
$1.08K ﹤0.01%
100
297
$944 ﹤0.01%
5
298
$935 ﹤0.01%
+24
299
$912 ﹤0.01%
25
300
$881 ﹤0.01%
22
-552
10 11
12
13 14