CFFP

Center for Financial Planning Portfolio holdings

AUM $936M
1-Year Est. Return 13.21%
This Quarter Est. Return
1 Year Est. Return
+13.21%
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
276
$29K 0.01%
600
277
$28K 0.01%
271
+50
278
$28K 0.01%
695
279
$28K 0.01%
176
280
$28K 0.01%
135
281
$28K 0.01%
80
282
$27K 0.01%
566
283
$27K 0.01%
351
284
$27K 0.01%
1,521
285
$27K 0.01%
450
286
$27K 0.01%
1,000
287
$27K 0.01%
561
288
$26K 0.01%
353
-200
289
$26K 0.01%
720
+50
290
$26K 0.01%
310
291
$26K 0.01%
100
292
$25K 0.01%
105
293
$25K 0.01%
450
-500
294
$24K 0.01%
184
295
$24K 0.01%
557
296
$24K 0.01%
410
297
$23K 0.01%
290
298
$22K 0.01%
1,097
-300
299
$22K 0.01%
360
300
$22K 0.01%
428
10 11
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