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
301
$21K 0.01%
221
+101
302
$21K 0.01%
146
-31
303
$21K 0.01%
193
-5
304
$21K 0.01%
250
305
$21K 0.01%
160
306
$19K ﹤0.01%
709
307
$19K ﹤0.01%
400
308
$19K ﹤0.01%
424
309
$19K ﹤0.01%
1,000
310
$19K ﹤0.01%
98
311
$19K ﹤0.01%
1,302
-523
312
$18K ﹤0.01%
1,000
313
$18K ﹤0.01%
160
314
$18K ﹤0.01%
345
315
$18K ﹤0.01%
428
316
$17K ﹤0.01%
1,385
317
$17K ﹤0.01%
73
318
$17K ﹤0.01%
2,000
319
$17K ﹤0.01%
165
320
$16K ﹤0.01%
200
321
$16K ﹤0.01%
55
322
$16K ﹤0.01%
356
323
$16K ﹤0.01%
87
324
$15K ﹤0.01%
150
325
$15K ﹤0.01%
394
11 12
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