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
326
$19 ﹤0.01%
+1
327
$5 ﹤0.01%
1,600
328
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