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
$406M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$574K
3
+$485K
4
RBLX icon
Roblox
RBLX
+$325K
5
ROP icon
Roper Technologies
ROP
+$296K

Top Sells

1
+$1.99M
2
+$702K
3
+$653K
4
KSU
Kansas City Southern
KSU
+$273K
5
ACN icon
Accenture
ACN
+$240K

Sector Composition

1 Financials 6.02%
2 Technology 4.57%
3 Healthcare 3.89%
4 Industrials 2.54%
5 Consumer Staples 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$47K 0.01%
210
227
$47K 0.01%
248
228
$46K 0.01%
585
229
$46K 0.01%
264
230
$46K 0.01%
200
231
$46K 0.01%
2,200
232
$46K 0.01%
1,256
233
$46K 0.01%
817
234
$45K 0.01%
+363
235
$44K 0.01%
1,300
236
$42K 0.01%
1,347
237
$42K 0.01%
352
238
$41K 0.01%
2,074
239
$41K 0.01%
653
240
$41K 0.01%
212
241
$40K 0.01%
553
242
$39K 0.01%
2,675
+1,980
243
$39K 0.01%
639
244
$39K 0.01%
599
245
$39K 0.01%
800
246
$38K 0.01%
1,000
247
$38K 0.01%
636
248
$36K 0.01%
561
249
$36K 0.01%
573
250
$35K 0.01%
613
8 9
10
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