CFFP

Center for Financial Planning Portfolio holdings

AUM $872M
1-Year Est. Return 13.41%
This Quarter Est. Return
1 Year Est. Return
+13.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$872M
AUM Growth
+$89.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
724
New
Increased
Reduced
Closed

Top Buys

1
+$36.7M
2
+$25.4M
3
+$2.16M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.03M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$761K

Top Sells

1
+$36.2M
2
+$1M
3
+$328K
4
MRK icon
Merck
MRK
+$299K
5
LHX icon
L3Harris
LHX
+$219K

Sector Composition

1 Financials 4.47%
2 Technology 3.87%
3 Healthcare 2.3%
4 Consumer Discretionary 1.53%
5 Industrials 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BA icon
226
Boeing
BA
$167B
$92.6K 0.01%
442
-60
CVS icon
227
CVS Health
CVS
$104B
$92.5K 0.01%
1,341
+100
VG
228
Venture Global Inc
VG
$23B
$90.2K 0.01%
5,792
+2,176
HYD icon
229
VanEck High Yield Muni ETF
HYD
$3.52B
$90.2K 0.01%
1,796
-500
CLS icon
230
Celestica
CLS
$34.1B
$88.5K 0.01%
567
+187
CACC icon
231
Credit Acceptance
CACC
$5.69B
$86.6K 0.01%
170
BMY icon
232
Bristol-Myers Squibb
BMY
$89.2B
$86.5K 0.01%
1,869
+256
IEMG icon
233
iShares Core MSCI Emerging Markets ETF
IEMG
$114B
$85.9K 0.01%
1,430
-526
STT icon
234
State Street
STT
$32.8B
$85.1K 0.01%
800
PPL icon
235
PPL Corp
PPL
$27.6B
$84.7K 0.01%
2,498
MSCI icon
236
MSCI
MSCI
$42B
$83.6K 0.01%
145
BSV icon
237
Vanguard Short-Term Bond ETF
BSV
$39B
$83.4K 0.01%
1,060
-503
LSTR icon
238
Landstar System
LSTR
$4.51B
$83.4K 0.01%
600
YUMC icon
239
Yum China
YUMC
$16.2B
$81.7K 0.01%
1,827
AXL icon
240
American Axle
AXL
$770M
$81.6K 0.01%
20,000
IJJ icon
241
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.06B
$81.6K 0.01%
660
ASAN icon
242
Asana
ASAN
$3.44B
$81K 0.01%
6,000
KR icon
243
Kroger
KR
$44.5B
$80.8K 0.01%
1,126
ESGU icon
244
iShares ESG Aware MSCI USA ETF
ESGU
$15.2B
$79.6K 0.01%
588
MCO icon
245
Moody's
MCO
$87.6B
$79.3K 0.01%
158
EPD icon
246
Enterprise Products Partners
EPD
$67.1B
$78.5K 0.01%
2,532
USPH icon
247
US Physical Therapy
USPH
$1.42B
$78.3K 0.01%
1,001
DTD icon
248
WisdomTree US Total Dividend Fund
DTD
$1.48B
$78.1K 0.01%
982
RMD icon
249
ResMed
RMD
$37.9B
$77.4K 0.01%
300
IWD icon
250
iShares Russell 1000 Value ETF
IWD
$65.5B
$75.8K 0.01%
390
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