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
251
$35K 0.01%
2,000
252
$35K 0.01%
175
253
$34K 0.01%
721
254
$34K 0.01%
611
255
$33K 0.01%
2,500
256
$33K 0.01%
570
257
$32K 0.01%
500
258
$32K 0.01%
1,210
259
$32K 0.01%
1,000
260
$32K 0.01%
135
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261
$32K 0.01%
2,376
262
$32K 0.01%
724
263
$31K 0.01%
566
264
$31K 0.01%
300
265
$31K 0.01%
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266
$30K 0.01%
351
267
$30K 0.01%
500
268
$30K 0.01%
2,000
269
$30K 0.01%
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270
$30K 0.01%
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271
$30K 0.01%
163
272
$29K 0.01%
570
273
$29K 0.01%
925
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274
$29K 0.01%
53
-30
275
$29K 0.01%
597
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11
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