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
126
$58K 0.06%
160
-50
127
$56.2K 0.05%
2,307
+39
128
$54.9K 0.05%
320
+1
129
$54.8K 0.05%
213
+1
130
$54.8K 0.05%
246
-1,414
131
$54.7K 0.05%
678
+2
132
$54K 0.05%
1,391
+4
133
$53.4K 0.05%
409
134
$53.3K 0.05%
453
+253
135
$52.9K 0.05%
+627
136
$51.3K 0.05%
1,169
-1
137
$50.5K 0.05%
643
+2
138
$48.9K 0.05%
200
139
$46.4K 0.05%
350
+1
140
$46.1K 0.04%
1,348
-346
141
$45.9K 0.04%
358
-1
142
$45K 0.04%
575
-36
143
$44.7K 0.04%
258
+1
144
$43.6K 0.04%
250
145
$42.7K 0.04%
212
+1
146
$38.7K 0.04%
672
-4
147
$38.5K 0.04%
509
+82
148
$38.1K 0.04%
196
149
$37.4K 0.04%
613
+5
150
$36.8K 0.04%
559
4 5
6
7 8