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
201
$17.7K 0.01%
181
+1
202
$17K 0.01%
64
+1
203
$16.5K 0.01%
85
204
$16.1K 0.01%
119
205
$16.1K 0.01%
34
206
$14.8K 0.01%
602
+1
207
$14.6K 0.01%
48
-1,146
208
$14.3K 0.01%
51
209
$14.2K 0.01%
500
210
$14.1K 0.01%
500
211
$13.6K 0.01%
1,200
212
$13.4K 0.01%
122
213
$12.9K 0.01%
324
+1
214
$12.4K 0.01%
195
215
$12.3K 0.01%
205
216
$12.3K 0.01%
507
-95
217
$12.3K 0.01%
104
218
$12.3K 0.01%
242
+3
219
$12.2K 0.01%
112
220
$12.2K 0.01%
116
221
$12.2K 0.01%
150
222
$12.1K 0.01%
151
223
$11.9K 0.01%
17
224
$11.7K 0.01%
95
+5
225
$11.7K 0.01%
120
7 8
9
10 11