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
176
$21.4K 0.02%
245
-386
177
$19.6K 0.02%
+429
178
$18.3K 0.02%
688
+112
179
$18K 0.02%
299
-1
180
$18K 0.02%
245
181
$17.8K 0.02%
1,772
+26
182
$17.4K 0.02%
119
183
$17.4K 0.02%
342
184
$17.4K 0.02%
460
-22
185
$16.9K 0.02%
+230
186
$16.8K 0.02%
63
187
$16.6K 0.02%
180
-23,710
188
$16.3K 0.02%
31
189
$16.2K 0.02%
241
+120
190
$16K 0.02%
85
+24
191
$15.9K 0.02%
34
192
$15.8K 0.02%
180
193
$15.3K 0.01%
602
+3
194
$13.3K 0.01%
122
195
$13K 0.01%
116
196
$12.9K 0.01%
51
197
$12.7K 0.01%
104
198
$12.5K 0.01%
500
199
$12.3K 0.01%
150
200
$12.1K 0.01%
1,000
6 7
8
9 10