We are live on ! Find out more
CFFP

Center for Financial Planning Portfolio holdings

AUM $958M
1-Year Est. Return 15.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$958M
AUM Growth
-$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1
+$75.6M
2
+$2.28M
3
+$1.79M
4
MSFT icon
Microsoft
MSFT
+$1.08M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$818K

Top Sells

1
+$62.1M
2
+$444K
3
+$343K
4
MDT icon
Medtronic
MDT
+$336K
5
USB icon
US Bancorp
USB
+$309K

Sector Composition

1 Financials 3.97%
2 Technology 3.67%
3 Healthcare 2.38%
4 Consumer Discretionary 1.47%
5 Industrials 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
YUMC icon
226
Yum China
YUMC
$14.8B
$105K 0.01%
2,150
AZN icon
227
AstraZeneca
AZN
$284B
$104K 0.01%
528
-529
ES icon
228
Eversource Energy
ES
$26B
$103K 0.01%
1,488
-160
SNPS icon
229
Synopsys
SNPS
$88.8B
$102K 0.01%
258
+4
ELV icon
230
Elevance Health
ELV
$92.3B
$102K 0.01%
349
CTVA icon
231
Corteva
CTVA
$49.9B
$102K 0.01%
1,218
-14
BMY icon
232
Bristol-Myers Squibb
BMY
$115B
$101K 0.01%
1,671
-133
STT icon
233
State Street
STT
$44.8B
$101K 0.01%
800
CVS icon
234
CVS Health
CVS
$124B
$96.3K 0.01%
1,341
LSTR icon
235
Landstar System
LSTR
$7.59B
$96.2K 0.01%
600
SCHW icon
236
Charles Schwab
SCHW
$154B
$95.9K 0.01%
1,020
-20
EPD icon
237
Enterprise Products Partners
EPD
$80.5B
$95.8K 0.01%
2,532
PPL icon
238
PPL Corp
PPL
$26.8B
$95.4K 0.01%
2,498
SGOL icon
239
abrdn Physical Gold Shares ETF
SGOL
$7.27B
$93.7K 0.01%
2,100
XYZ
240
Block Inc
XYZ
$40.5B
$93.7K 0.01%
1,557
-143
IEMG icon
241
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
$92.8K 0.01%
1,331
-71
PPG icon
242
PPG Industries
PPG
$25.8B
$92.8K 0.01%
868
-100
VG
243
Venture Global Inc
VG
$30.9B
$91.3K 0.01%
5,792
HYD icon
244
VanEck High Yield Muni ETF
HYD
$4.39B
$90.1K 0.01%
1,796
COIN icon
245
Coinbase
COIN
$41B
$89.9K 0.01%
515
+45
DVN icon
246
Devon Energy
DVN
$50.5B
$89.4K 0.01%
1,776
+360
IJJ icon
247
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.54B
$87.5K 0.01%
660
PEG icon
248
Public Service Enterprise Group
PEG
$39.2B
$86.4K 0.01%
1,067
-52
COP icon
249
ConocoPhillips
COP
$142B
$86.3K 0.01%
654
+38
UNM icon
250
Unum
UNM
$14.1B
$86K 0.01%
1,178
-56
8 9
10
11 12