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
$872M
AUM Growth
+$89.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
724
New
Increased
Reduced
Closed

Top Sells

1 +$36.2M
2 +$1M
3 +$328K
4
MRK icon
Merck
MRK
+$299K
5
LHX icon
L3Harris
LHX
+$219K

Sector Composition

1 Financials 4.47%
2 Technology 3.87%
3 Healthcare 2.3%
4 Consumer Discretionary 1.53%
5 Industrials 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PANW icon
276
Palo Alto Networks
PANW
$140B
$60.2K 0.01%
294
TMUS icon
277
T-Mobile US
TMUS
$242B
$59.3K 0.01%
249
DVN icon
278
Devon Energy
DVN
$22.5B
$59K 0.01%
1,856
+746
DD icon
279
DuPont de Nemours
DD
$16.6B
$58.5K 0.01%
853
-201
TGT icon
280
Target
TGT
$40.9B
$57.5K 0.01%
583
-40
CI icon
281
Cigna
CI
$72B
$56.9K 0.01%
172
ACM icon
282
Aecom
ACM
$17.7B
$56.4K 0.01%
500
NVO icon
283
Novo Nordisk
NVO
$214B
$56.2K 0.01%
814
+644
ILMN icon
284
Illumina
ILMN
$18.4B
$56.1K 0.01%
588
+175
MET icon
285
MetLife
MET
$51.8B
$56.1K 0.01%
697
+100
TRMK icon
286
Trustmark
TRMK
$2.31B
$54.7K 0.01%
1,500
HON icon
287
Honeywell
HON
$126B
$54.5K 0.01%
234
-6
MAR icon
288
Marriott International
MAR
$76.7B
$54.4K 0.01%
199
EQIX icon
289
Equinix
EQIX
$77.1B
$53.5K 0.01%
67
QBTS icon
290
D-Wave Quantum
QBTS
$8.27B
$53.4K 0.01%
3,645
+695
IAU icon
291
iShares Gold Trust
IAU
$62.2B
$53K 0.01%
850
FXC icon
292
Invesco CurrencyShares Canadian Dollar Trust
FXC
$90.5M
$52.8K 0.01%
735
NU icon
293
Nu Holdings
NU
$76.4B
$52K 0.01%
+3,787
ADM icon
294
Archer Daniels Midland
ADM
$28.2B
$51.9K 0.01%
984
SOLV icon
295
Solventum
SOLV
$13.1B
$50.7K 0.01%
669
EGP icon
296
EastGroup Properties
EGP
$9.42B
$50.1K 0.01%
300
VCR icon
297
Vanguard Consumer Discretionary ETF
VCR
$6.24B
$49.3K 0.01%
136
INVH icon
298
Invitation Homes
INVH
$17.4B
$49.2K 0.01%
1,500
ESGD icon
299
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.4B
$49K 0.01%
549
BND icon
300
Vanguard Total Bond Market
BND
$137B
$46.9K 0.01%
637
+6