CFP

Comprehensive Financial Planning Portfolio holdings

AUM $127M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1 +$8.23M
2 +$6.52M
3 +$6.27M
4
META icon
Meta Platforms (Facebook)
META
+$4.83M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$4.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.23%
2 Communication Services 5.19%
3 Consumer Discretionary 3.95%
4 Financials 2.69%
5 Industrials 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$21.9K 0.02%
+550
202
$21.7K 0.02%
+150
203
$21.4K 0.02%
+228
204
$21.3K 0.02%
+330
205
$19.5K 0.02%
+482
206
$19.2K 0.02%
+245
207
$17.6K 0.01%
+300
208
$17.3K 0.01%
+1,746
209
$16.9K 0.01%
+1,000
210
$16.7K 0.01%
+500
211
$16.4K 0.01%
+342
212
$16.4K 0.01%
+119
213
$16.3K 0.01%
+180
214
$15.9K 0.01%
+599
215
$15.7K 0.01%
+31
216
$15.4K 0.01%
+1,000
217
$15.2K 0.01%
+63
218
$15.2K 0.01%
+5,000
219
$15K 0.01%
+576
220
$14.2K 0.01%
+34
221
$14.2K 0.01%
+322
222
$13.6K 0.01%
+51
223
$13.3K 0.01%
+150
224
$13K 0.01%
+122
225
$12.7K 0.01%
+195