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
176
$29.5K 0.02%
731
+1
177
$28.7K 0.02%
620
+7
178
$28.4K 0.02%
460
+4
179
$26.5K 0.02%
383
180
$26.3K 0.02%
625
-617
181
$26.1K 0.02%
3,000
182
$25.9K 0.02%
210
+2
183
$25.6K 0.02%
100
184
$24.2K 0.02%
630
-761
185
$23.7K 0.02%
500
+7
186
$23.5K 0.02%
474
+5
187
$23.1K 0.02%
330
+1
188
$23K 0.02%
150
189
$22.4K 0.02%
246
+1
190
$22.1K 0.02%
245
191
$21.6K 0.02%
315
-2,514
192
$20.8K 0.02%
304
+5
193
$20.4K 0.02%
241
194
$20.2K 0.02%
69
-25
195
$20K 0.02%
459
-1
196
$19.7K 0.02%
1,000
197
$19.5K 0.02%
1,799
+27
198
$19.5K 0.02%
342
199
$19.1K 0.02%
690
+2
200
$18.2K 0.01%
1,000
6 7
8
9 10