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
$411M
AUM Growth
+$4.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$1.45M
3
+$1.02M
4
JNJ icon
Johnson & Johnson
JNJ
+$236K
5
RBLX icon
Roblox
RBLX
+$223K

Top Sells

1
+$4.71M
2
+$1.02M
3
+$629K
4
MSI icon
Motorola Solutions
MSI
+$281K
5
HSIC icon
Henry Schein
HSIC
+$253K

Sector Composition

1 Financials 5.75%
2 Technology 4.57%
3 Healthcare 3.87%
4 Consumer Staples 2.2%
5 Industrials 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$47K 0.01%
2,280
+920
227
$46K 0.01%
363
228
$46K 0.01%
585
229
$46K 0.01%
2,106
+52
230
$46K 0.01%
200
231
$45K 0.01%
264
232
$45K 0.01%
1,256
233
$45K 0.01%
248
234
$44K 0.01%
210
235
$44K 0.01%
817
236
$44K 0.01%
352
237
$43K 0.01%
824
+11
238
$43K 0.01%
1,300
239
$42K 0.01%
653
240
$42K 0.01%
212
241
$41K 0.01%
602
242
$41K 0.01%
+561
243
$40K 0.01%
1,347
244
$40K 0.01%
2,500
+300
245
$40K 0.01%
2,074
246
$38K 0.01%
663
+50
247
$38K 0.01%
644
+8
248
$38K 0.01%
2,675
249
$38K 0.01%
639
250
$38K 0.01%
599
8 9
10
11 12