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
276
$3.38K ﹤0.01%
70
277
$3.23K ﹤0.01%
12
278
$3.06K ﹤0.01%
128
279
$2.96K ﹤0.01%
61
+1
280
$2.86K ﹤0.01%
37
281
$2.85K ﹤0.01%
115
282
$2.83K ﹤0.01%
115
283
$2.69K ﹤0.01%
114
284
$2.66K ﹤0.01%
119
+1
285
$2.26K ﹤0.01%
19
286
$2.12K ﹤0.01%
+28
287
$2.12K ﹤0.01%
4
288
$2K ﹤0.01%
23
289
$1.86K ﹤0.01%
50
290
$1.85K ﹤0.01%
11
291
$1.78K ﹤0.01%
55
292
$1.76K ﹤0.01%
39
293
$1.68K ﹤0.01%
30
294
$1.66K ﹤0.01%
15
295
$1.64K ﹤0.01%
28
+1
296
$1.57K ﹤0.01%
+32
297
$1.46K ﹤0.01%
110
298
$1.41K ﹤0.01%
20
299
$1.38K ﹤0.01%
23
300
$1.23K ﹤0.01%
29
10 11
12
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