CFFP

Center for Financial Planning Portfolio holdings

AUM $936M
1-Year Est. Return 13.21%
This Quarter Est. Return
1 Year Est. Return
+13.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$936M
AUM Growth
+$63.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1 +$3.46M
2 +$2.07M
3 +$1.91M
4
AAPL icon
Apple
AAPL
+$1.04M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$632K

Sector Composition

1 Financials 4.32%
2 Technology 4.08%
3 Healthcare 2.39%
4 Consumer Discretionary 1.57%
5 Industrials 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PPG icon
226
PPG Industries
PPG
$23.1B
$102K 0.01%
968
CVS icon
227
CVS Health
CVS
$98.7B
$101K 0.01%
1,341
LULU icon
228
lululemon athletica
LULU
$25.2B
$100K 0.01%
562
+122
EOT
229
Eaton Vance National Municipal Opportunities Trust
EOT
$259M
$99.8K 0.01%
+6,000
SCHW icon
230
Charles Schwab
SCHW
$173B
$99.3K 0.01%
1,040
+270
BA icon
231
Boeing
BA
$163B
$95.4K 0.01%
442
ESS icon
232
Essex Property Trust
ESS
$16.8B
$93.7K 0.01%
350
PPL icon
233
PPL Corp
PPL
$25.7B
$92.8K 0.01%
2,498
STT icon
234
State Street
STT
$35.6B
$92.8K 0.01%
800
YUMC icon
235
Yum China
YUMC
$17.1B
$92.3K 0.01%
2,150
+323
HYD icon
236
VanEck High Yield Muni ETF
HYD
$3.9B
$91.4K 0.01%
1,796
QBTS icon
237
D-Wave Quantum
QBTS
$8.89B
$90.1K 0.01%
3,645
TSM icon
238
TSMC
TSM
$1.48T
$89.4K 0.01%
320
VOOG icon
239
Vanguard S&P 500 Growth ETF
VOOG
$21.2B
$88K 0.01%
+202
IEMG icon
240
iShares Core MSCI Emerging Markets ETF
IEMG
$115B
$87.7K 0.01%
1,330
-100
VXF icon
241
Vanguard Extended Market ETF
VXF
$24.9B
$87.5K 0.01%
418
+296
CTVA icon
242
Corteva
CTVA
$45.2B
$86.8K 0.01%
1,284
+441
IJJ icon
243
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.02B
$85.6K 0.01%
660
ESGU icon
244
iShares ESG Aware MSCI USA ETF
ESGU
$15.1B
$85.6K 0.01%
588
USPH icon
245
US Physical Therapy
USPH
$1.2B
$85K 0.01%
1,001
BSV icon
246
Vanguard Short-Term Bond ETF
BSV
$41.4B
$83.6K 0.01%
1,060
DTD icon
247
WisdomTree US Total Dividend Fund
DTD
$1.47B
$82.5K 0.01%
982
MSCI icon
248
MSCI
MSCI
$42.3B
$82.3K 0.01%
145
VG
249
Venture Global Inc
VG
$14.8B
$82.2K 0.01%
5,792
RMD icon
250
ResMed
RMD
$35.4B
$82.1K 0.01%
300