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
201
$12.1K 0.01%
323
+1
202
$12.1K 0.01%
239
+3
203
$11.7K 0.01%
195
204
$11.6K 0.01%
1,000
205
$11.4K 0.01%
601
-503
206
$11.1K 0.01%
151
207
$11.1K 0.01%
205
+65
208
$10.6K 0.01%
80
209
$10.5K 0.01%
147
210
$10.4K 0.01%
112
211
$10.4K 0.01%
17
212
$9.95K 0.01%
216
213
$9.84K 0.01%
129
214
$9.84K 0.01%
120
215
$9.77K 0.01%
500
216
$9.14K 0.01%
619
217
$8.95K 0.01%
90
218
$8.75K 0.01%
150
219
$8.72K 0.01%
120
220
$8.72K 0.01%
32
221
$8.65K 0.01%
1,500
222
$8.65K 0.01%
84
223
$8.54K 0.01%
1,200
224
$8.41K 0.01%
129
225
$8.2K 0.01%
104
7 8
9
10 11