CFP

Comprehensive Financial Planning Portfolio holdings

AUM $127M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1 +$8.23M
2 +$6.52M
3 +$6.27M
4
META icon
Meta Platforms (Facebook)
META
+$4.83M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$4.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.23%
2 Communication Services 5.19%
3 Consumer Discretionary 3.95%
4 Financials 2.69%
5 Industrials 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$91.9K 0.08%
+2,200
127
$89.6K 0.08%
+1,485
128
$89.5K 0.08%
+1,354
129
$88.6K 0.07%
+428
130
$87.5K 0.07%
+990
131
$87.4K 0.07%
+1,464
132
$86.4K 0.07%
+700
133
$84.2K 0.07%
+210
134
$82.5K 0.07%
+1,091
135
$82.3K 0.07%
+2,472
136
$79.3K 0.07%
+218
137
$74.7K 0.06%
+491
138
$74.5K 0.06%
+404
139
$71.2K 0.06%
+1,161
140
$71K 0.06%
+167
141
$68.6K 0.06%
+400
142
$68.3K 0.06%
+1,382
143
$64.7K 0.05%
+668
144
$63.4K 0.05%
+1,694
145
$61.2K 0.05%
+1,603
146
$60.9K 0.05%
+631
147
$60.4K 0.05%
+676
148
$59.1K 0.05%
+333
149
$57.3K 0.05%
+212
150
$56.6K 0.05%
+1,387