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
276
$29K 0.01%
200
277
$28K 0.01%
695
278
$28K 0.01%
176
279
$27K 0.01%
450
280
$27K 0.01%
670
281
$27K 0.01%
1,360
282
$27K 0.01%
1,521
283
$27K 0.01%
600
284
$26K 0.01%
250
285
$26K 0.01%
80
286
$26K 0.01%
705
287
$25K 0.01%
310
288
$25K 0.01%
184
289
$25K 0.01%
105
290
$25K 0.01%
360
-323
291
$24K 0.01%
557
-197
292
$24K 0.01%
410
293
$24K 0.01%
30
+10
294
$23K 0.01%
99
295
$23K 0.01%
500
296
$23K 0.01%
156
297
$23K 0.01%
290
298
$22K 0.01%
25
299
$22K 0.01%
500
300
$22K 0.01%
100
10 11
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