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
251
$37K 0.01%
801
+1
252
$36K 0.01%
242
253
$34K 0.01%
2,500
254
$33K 0.01%
573
255
$33K 0.01%
721
256
$33K 0.01%
53
257
$33K 0.01%
611
258
$33K 0.01%
50
+20
259
$32K 0.01%
500
260
$32K 0.01%
570
261
$32K 0.01%
925
262
$32K 0.01%
500
263
$32K 0.01%
300
264
$32K 0.01%
845
+140
265
$32K 0.01%
163
266
$32K 0.01%
2,376
267
$31K 0.01%
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268
$30K 0.01%
570
269
$30K 0.01%
250
270
$30K 0.01%
2,000
271
$30K 0.01%
1,212
272
$30K 0.01%
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273
$30K 0.01%
200
274
$29K 0.01%
127
+82
275
$29K 0.01%
597
9 10
11
12 13