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
$936M
AUM Growth
+$63.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1 +$3.46M
2 +$2.07M
3 +$1.91M
4
AAPL icon
Apple
AAPL
+$1.04M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$632K

Sector Composition

1 Financials 4.32%
2 Technology 4.08%
3 Healthcare 2.39%
4 Consumer Discretionary 1.57%
5 Industrials 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
RDVY icon
326
First Trust Rising Dividend Achievers ETF
RDVY
$18.8B
$41.9K ﹤0.01%
+623
NVO icon
327
Novo Nordisk
NVO
$212B
$41.3K ﹤0.01%
744
-70
OKTA icon
328
Okta
OKTA
$16B
$41.3K ﹤0.01%
450
XLF icon
329
State Street Financial Select Sector SPDR ETF
XLF
$53.4B
$41.1K ﹤0.01%
763
BOX icon
330
Box
BOX
$4.33B
$40.3K ﹤0.01%
1,250
TPR icon
331
Tapestry
TPR
$25.7B
$40.3K ﹤0.01%
356
L icon
332
Loews
L
$21.9B
$40.2K ﹤0.01%
400
WDFC icon
333
WD-40
WDFC
$2.78B
$39.5K ﹤0.01%
200
IYF icon
334
iShares US Financials ETF
IYF
$4.1B
$39.3K ﹤0.01%
310
XYL icon
335
Xylem
XYL
$33.3B
$39.2K ﹤0.01%
266
D icon
336
Dominion Energy
D
$51.3B
$39.2K ﹤0.01%
641
ENR icon
337
Energizer
ENR
$1.39B
$38.4K ﹤0.01%
1,542
WEC icon
338
WEC Energy
WEC
$34.2B
$38.2K ﹤0.01%
333
FXU icon
339
First Trust Utilities AlphaDEX Fund
FXU
$1.76B
$37.5K ﹤0.01%
825
ZS icon
340
Zscaler
ZS
$36.9B
$37.2K ﹤0.01%
124
ETX
341
Eaton Vance Municipal Income 2028 Term Trust
ETX
$203M
$37.1K ﹤0.01%
1,920
BKLC icon
342
BNY Mellon US Large Cap Core Equity ETF
BKLC
$4.86B
$36.8K ﹤0.01%
+287
SPYM
343
State Street SPDR Portfolio S&P 500 ETF
SPYM
$98.3B
$36.7K ﹤0.01%
+469
AVLV icon
344
Avantis US Large Cap Value ETF
AVLV
$9.03B
$36.7K ﹤0.01%
+508
MAS icon
345
Masco
MAS
$13.5B
$36.4K ﹤0.01%
517
PLPC icon
346
Preformed Line Products
PLPC
$1.05B
$36.3K ﹤0.01%
185
CXH
347
MFS Investment Grade Municipal Trust
CXH
$64.9M
$36.1K ﹤0.01%
+4,589
IWD icon
348
iShares Russell 1000 Value ETF
IWD
$69B
$35.8K ﹤0.01%
176
-214
EEM icon
349
iShares MSCI Emerging Markets ETF
EEM
$20.2B
$35.6K ﹤0.01%
666
HIG icon
350
Hartford Financial Services
HIG
$38.7B
$35.5K ﹤0.01%
266