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
101
$97.8K 0.1%
1,639
-249
102
$96K 0.09%
546
103
$94.9K 0.09%
556
104
$94.5K 0.09%
1,052
-1
105
$94.5K 0.09%
1,353
-1
106
$94.2K 0.09%
2,144
-13
107
$92.2K 0.09%
600
108
$90.9K 0.09%
1,650
-1,850
109
$90.8K 0.09%
660
+1
110
$87.2K 0.08%
525
-175
111
$86.8K 0.08%
429
+1
112
$84.3K 0.08%
991
+1
113
$83.9K 0.08%
1,463
-1
114
$78.1K 0.08%
400
115
$77.5K 0.08%
1,169
+8
116
$74.8K 0.07%
700
117
$74.6K 0.07%
405
+1
118
$74.6K 0.07%
497
+6
119
$70.3K 0.07%
335
+2
120
$67.4K 0.07%
1,603
121
$64.7K 0.06%
670
+2
122
$61.6K 0.06%
600
-1,050
123
$61.3K 0.06%
1,242
-140
124
$59.5K 0.06%
141
-26
125
$59.4K 0.06%
450
-450
3 4
5
6 7