CFFP

Center for Financial Planning Portfolio holdings

AUM $961M
1-Year Est. Return 15.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.84%
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 +$3.43M
2 +$1.99M
3 +$1.87M
4
AAPL icon
Apple
AAPL
+$926K
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$614K

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
$23.2B
$102K 0.01%
968
CVS icon
227
CVS Health
CVS
$89.2B
$101K 0.01%
1,341
LULU icon
228
lululemon athletica
LULU
$16.9B
$100K 0.01%
562
+122
EOT
229
Eaton Vance National Municipal Opportunities Trust
EOT
$258M
$99.8K 0.01%
+6,000
SCHW icon
230
Charles Schwab
SCHW
$163B
$99.3K 0.01%
1,040
+270
BA icon
231
Boeing
BA
$149B
$95.4K 0.01%
442
ESS icon
232
Essex Property Trust
ESS
$15.6B
$93.7K 0.01%
350
PPL icon
233
PPL Corp
PPL
$28.6B
$92.8K 0.01%
2,498
STT icon
234
State Street
STT
$34.4B
$92.8K 0.01%
800
YUMC icon
235
Yum China
YUMC
$17B
$92.3K 0.01%
2,150
+323
HYD icon
236
VanEck High Yield Muni ETF
HYD
$4.05B
$91.4K 0.01%
1,796
QBTS icon
237
D-Wave Quantum
QBTS
$4.8B
$90.1K 0.01%
3,645
TSM icon
238
TSMC
TSM
$1.64T
$89.4K 0.01%
320
VOOG icon
239
Vanguard S&P 500 Growth ETF
VOOG
$19.8B
$88K 0.01%
+202
IEMG icon
240
iShares Core MSCI Emerging Markets ETF
IEMG
$131B
$87.7K 0.01%
1,330
-100
VXF icon
241
Vanguard Extended Market ETF
VXF
$24.4B
$87.5K 0.01%
418
+296
CTVA icon
242
Corteva
CTVA
$55.7B
$86.8K 0.01%
1,284
+441
IJJ icon
243
iShares S&P Mid-Cap 400 Value ETF
IJJ
$7.8B
$85.6K 0.01%
660
ESGU icon
244
iShares ESG Aware MSCI USA ETF
ESGU
$14.4B
$85.6K 0.01%
588
USPH icon
245
US Physical Therapy
USPH
$1.13B
$85K 0.01%
1,001
BSV icon
246
Vanguard Short-Term Bond ETF
BSV
$43.7B
$83.6K 0.01%
1,060
DTD icon
247
WisdomTree US Total Dividend Fund
DTD
$1.46B
$82.5K 0.01%
982
MSCI icon
248
MSCI
MSCI
$38.9B
$82.3K 0.01%
145
VG
249
Venture Global Inc
VG
$41.5B
$82.2K 0.01%
5,792
RMD icon
250
ResMed
RMD
$32.1B
$82.1K 0.01%
300