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
$411M
AUM Growth
+$4.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$1.6M
3
+$1.03M
4
JNJ icon
Johnson & Johnson
JNJ
+$249K
5
RBLX icon
Roblox
RBLX
+$242K

Top Sells

1
+$4.92M
2
+$953K
3
+$657K
4
MSI icon
Motorola Solutions
MSI
+$280K
5
DOV icon
Dover
DOV
+$267K

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%
127
+82
277
$28K 0.01%
80
278
$28K 0.01%
135
279
$28K 0.01%
176
280
$28K 0.01%
695
281
$28K 0.01%
271
+50
282
$27K 0.01%
561
283
$27K 0.01%
1,000
284
$27K 0.01%
450
285
$27K 0.01%
1,521
286
$27K 0.01%
351
287
$27K 0.01%
566
288
$26K 0.01%
100
289
$26K 0.01%
310
290
$26K 0.01%
720
+50
291
$26K 0.01%
353
-200
292
$25K 0.01%
450
-500
293
$25K 0.01%
105
294
$24K 0.01%
557
295
$24K 0.01%
410
296
$24K 0.01%
184
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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