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CFFP

Center for Financial Planning Portfolio holdings

AUM $958M
1-Year Est. Return 15.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$958M
AUM Growth
-$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1 +$75.6M
2 +$2.28M
3 +$1.79M
4
MSFT icon
Microsoft
MSFT
+$1.08M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$818K

Top Sells

1 +$62.1M
2 +$444K
3 +$343K
4
MDT icon
Medtronic
MDT
+$336K
5
USB icon
US Bancorp
USB
+$309K

Sector Composition

1 Financials 3.97%
2 Technology 3.67%
3 Healthcare 2.38%
4 Consumer Discretionary 1.47%
5 Industrials 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DOW icon
276
Dow Inc
DOW
$24.7B
$64K 0.01%
1,536
-100
IWV icon
277
iShares Russell 3000 ETF
IWV
$18.9B
$63.4K 0.01%
171
TRMK icon
278
Trustmark
TRMK
$2.65B
$63.2K 0.01%
1,500
OKTA icon
279
Okta
OKTA
$20.2B
$62.6K 0.01%
795
+345
DELL icon
280
Dell
DELL
$245B
$61.2K 0.01%
373
+28
AMP icon
281
Ameriprise Financial
AMP
$40.7B
$60.9K 0.01%
137
DDOG icon
282
Datadog
DDOG
$81.8B
$59.3K 0.01%
502
RGTI icon
283
Rigetti Computing
RGTI
$6.56B
$59.1K 0.01%
4,212
RGEN icon
284
Repligen
RGEN
$7.44B
$58.2K 0.01%
494
BP icon
285
BP
BP
$112B
$56.9K 0.01%
1,210
WTAI icon
286
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$593M
$56.6K 0.01%
+2,004
INTC icon
287
Intel
INTC
$536B
$55.1K 0.01%
1,249
MET icon
288
MetLife
MET
$55.9B
$55K 0.01%
778
RSP icon
289
Invesco S&P 500 Equal Weight ETF
RSP
$88.6B
$54.7K 0.01%
285
NU icon
290
Nu Holdings
NU
$57.2B
$54.4K 0.01%
3,787
HON icon
291
Honeywell
HON
$132B
$52.9K 0.01%
234
NVR icon
292
NVR
NVR
$17B
$52.7K 0.01%
+8
QBTS icon
293
D-Wave Quantum
QBTS
$8.8B
$52.6K 0.01%
3,645
ESGD icon
294
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.3B
$52.5K 0.01%
549
TMUS icon
295
T-Mobile US
TMUS
$200B
$52.3K 0.01%
249
ED icon
296
Consolidated Edison
ED
$39.6B
$51.6K 0.01%
456
ICE icon
297
Intercontinental Exchange
ICE
$79.4B
$51.1K 0.01%
325
-17
PRCT icon
298
Procept Biorobotics
PRCT
$1.67B
$51K 0.01%
2,040
+762
TPR icon
299
Tapestry
TPR
$28.5B
$50.2K 0.01%
356
PLPC icon
300
Preformed Line Products
PLPC
$1.74B
$50.1K 0.01%
185