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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
IBIT icon
301
iShares Bitcoin Trust
IBIT
$47.7B
$49.9K 0.01%
+1,300
CCL icon
302
Carnival Corporation Ltd
CCL
$36.1B
$49.5K 0.01%
1,911
+1,007
GL icon
303
Globe Life
GL
$12.6B
$49.3K 0.01%
354
Q
304
Qnity Electronics Inc
Q
$29.6B
$49K 0.01%
425
-7
GLW icon
305
Corning
GLW
$145B
$49K 0.01%
360
+40
OTIS icon
306
Otis Worldwide
OTIS
$27B
$48.9K 0.01%
635
IOO icon
307
iShares Global 100 ETF
IOO
$8.54B
$48.9K 0.01%
404
VCR icon
308
Vanguard Consumer Discretionary ETF
VCR
$6B
$48.8K 0.01%
136
XAR icon
309
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.04B
$48.5K 0.01%
191
JPRE icon
310
JPMorgan Realty Income ETF
JPRE
$483M
$47.2K ﹤0.01%
981
PANW icon
311
Palo Alto Networks
PANW
$214B
$47.1K ﹤0.01%
294
WBD icon
312
Warner Bros
WBD
$66.2B
$47K ﹤0.01%
1,710
-479
BND icon
313
Vanguard Total Bond Market
BND
$156B
$46.5K ﹤0.01%
631
AFG icon
314
American Financial Group
AFG
$11.1B
$46.4K ﹤0.01%
363
MGC icon
315
Vanguard Mega Cap 300 Index ETF
MGC
$9.81B
$46.1K ﹤0.01%
195
CI icon
316
Cigna
CI
$78.4B
$45.9K ﹤0.01%
172
CBU icon
317
Community Bank
CBU
$3.41B
$45.7K ﹤0.01%
780
CCJ icon
318
Cameco
CCJ
$41.3B
$45.6K ﹤0.01%
420
+245
NBIS
319
Nebius Group N.V.
NBIS
$54.6B
$45.2K ﹤0.01%
436
+230
SPHQ icon
320
Invesco S&P 500 Quality ETF
SPHQ
$18.7B
$44.9K ﹤0.01%
597
SBAC icon
321
SBA Communications
SBAC
$21.9B
$44.2K ﹤0.01%
257
GNTX icon
322
Gentex
GNTX
$5.32B
$43.7K ﹤0.01%
2,000
SOLV icon
323
Solventum
SOLV
$14B
$43.7K ﹤0.01%
669
DE icon
324
Deere & Co
DE
$154B
$42.8K ﹤0.01%
76
L icon
325
Loews
L
$22.2B
$42.7K ﹤0.01%
400
11 12
13
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