CFP

Comprehensive Financial Planning Portfolio holdings

AUM $151M
1-Year Est. Return 23.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
+$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$924K
2
+$876K
3
+$869K
4
JGRO icon
JPMorgan Active Growth ETF
JGRO
+$617K
5
JIVE icon
JPMorgan International Value ETF
JIVE
+$603K

Top Sells

1
+$421K
2
+$353K
3
+$347K
4
SLV icon
iShares Silver Trust
SLV
+$262K
5
IYT icon
iShares US Transportation ETF
IYT
+$160K

Sector Composition

1 Technology 17.69%
2 Communication Services 6.23%
3 Consumer Discretionary 3.33%
4 Financials 2.57%
5 Industrials 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$53.6K 0.04%
323
+3
152
$53K 0.04%
419
+61
153
$50.4K 0.04%
234
-314
154
$47.7K 0.04%
212
155
$47.3K 0.04%
152
+121
156
$45.7K 0.04%
581
+6
157
$45.7K 0.04%
259
+1
158
$44K 0.03%
252
+2
159
$42.5K 0.03%
509
160
$41.6K 0.03%
676
+4
161
$40.6K 0.03%
559
162
$37.9K 0.03%
1,336
163
$37.1K 0.03%
638
+4
164
$37K 0.03%
1,007
-68
165
$36.7K 0.03%
817
+3
166
$36.4K 0.03%
178
-18
167
$35.8K 0.03%
436
+3
168
$35.5K 0.03%
567
+1
169
$35.4K 0.03%
581
170
$34.6K 0.03%
+300
171
$34.4K 0.03%
378
+1
172
$33.9K 0.03%
512
-3
173
$31.6K 0.02%
209
174
$30.6K 0.02%
450
175
$29.9K 0.02%
200
5 6
7
8 9