CFFP
Center for Financial Planning Portfolio holdings
AUM
$872M
1-Year Return
13.41%
This Quarter Return
-0.53%
1 Year Return
+13.41%
3 Year Return
+54.48%
5 Year Return
+93.13%
10 Year Return
–
AUM
$749M
AUM Growth
+$12.3M
(+1.7%)
Cap. Flow
+$19.5M
Cap. Flow
% of AUM
2.6%
Top 10 Holdings %
Top 10 Hldgs %
77.16%
Holding
700
New
118
Increased
96
Reduced
73
Closed
24
Top Buys
Top Sells
| 1 |
Roblox
RBLX
|
+$781K |
| 2 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$286K |
| 3 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$244K |
| 4 |
Devon Energy
DVN
|
+$220K |
| 5 |
WPP
WPP
|
+$214K |
Sector Composition
| 1 | Financials | 4.85% |
| 2 | Technology | 4.47% |
| 3 | Healthcare | 2.54% |
| 4 | Consumer Discretionary | 1.75% |
| 5 | Consumer Staples | 1.62% |
