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
$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
301
$21K 0.01%
25
302
$21K 0.01%
649
-330
303
$21K 0.01%
500
304
$20K ﹤0.01%
99
305
$20K ﹤0.01%
500
306
$20K ﹤0.01%
156
307
$20K ﹤0.01%
160
308
$19K ﹤0.01%
1,000
309
$18K ﹤0.01%
424
310
$18K ﹤0.01%
146
311
$18K ﹤0.01%
1,327
+25
312
$17K ﹤0.01%
150
313
$17K ﹤0.01%
400
314
$17K ﹤0.01%
394
315
$17K ﹤0.01%
160
316
$17K ﹤0.01%
250
317
$17K ﹤0.01%
73
318
$17K ﹤0.01%
41
-1,517
319
$17K ﹤0.01%
356
320
$17K ﹤0.01%
345
321
$16K ﹤0.01%
1,385
322
$16K ﹤0.01%
165
323
$16K ﹤0.01%
87
324
$15K ﹤0.01%
609
-100
325
$15K ﹤0.01%
54
11 12
13
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