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
151
$35.7K 0.03%
1,075
-1
152
$34.6K 0.03%
814
153
$34.5K 0.03%
1,336
154
$34.4K 0.03%
433
+1
155
$34.1K 0.03%
566
156
$33K 0.03%
515
-32
157
$32.2K 0.03%
581
158
$31.6K 0.03%
1,053
+8
159
$31.5K 0.03%
377
-112
160
$30.7K 0.03%
634
+2
161
$29.6K 0.03%
94
162
$28.2K 0.03%
456
+3
163
$28K 0.03%
200
164
$27.5K 0.03%
209
165
$26.1K 0.03%
3,000
166
$25.1K 0.02%
730
-1
167
$25K 0.02%
208
-78
168
$24.9K 0.02%
150
169
$24.4K 0.02%
450
-58
170
$24.3K 0.02%
322
-1
171
$23.8K 0.02%
383
172
$23.7K 0.02%
100
173
$23.3K 0.02%
493
+5
174
$21.9K 0.02%
469
+2
175
$21.6K 0.02%
329
-1
5 6
7
8 9