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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
IWD icon
326
iShares Russell 1000 Value ETF
IWD
$75.4B
$42.5K ﹤0.01%
199
+23
ACM icon
327
Aecom
ACM
$9.16B
$42.4K ﹤0.01%
500
ADP icon
328
Automatic Data Processing
ADP
$92.4B
$41.7K ﹤0.01%
205
FBK icon
329
FB Financial Corp
FBK
$2.77B
$41.6K ﹤0.01%
800
APO icon
330
Apollo Global Management
APO
$76.5B
$41.4K ﹤0.01%
372
MTDR icon
331
Matador Resources
MTDR
$6.67B
$41.1K ﹤0.01%
+650
WDFC icon
332
WD-40
WDFC
$2.88B
$40.8K ﹤0.01%
200
OWL icon
333
Blue Owl Capital
OWL
$6.48B
$40.2K ﹤0.01%
4,400
+4,200
XLV icon
334
State Street Health Care Select Sector SPDR ETF
XLV
$39.4B
$40K ﹤0.01%
273
+158
D icon
335
Dominion Energy
D
$58.3B
$39.6K ﹤0.01%
641
-80
VRT icon
336
Vertiv
VRT
$111B
$39.3K ﹤0.01%
157
+133
ETHW
337
Bitwise Ethereum ETF
ETHW
$173M
$39K ﹤0.01%
+2,600
WEC icon
338
WEC Energy
WEC
$36.8B
$38.6K ﹤0.01%
333
CRWV
339
CoreWeave Inc
CRWV
$53.7B
$38.4K ﹤0.01%
496
+22
ASAN icon
340
Asana
ASAN
$1.74B
$38.4K ﹤0.01%
6,000
USAR
341
USA Rare Earth Inc
USAR
$5.11B
$37.9K ﹤0.01%
2,503
+112
ALTG icon
342
Alta Equipment Group
ALTG
$211M
$37.8K ﹤0.01%
7,044
ENB icon
343
Enbridge
ENB
$121B
$37.6K ﹤0.01%
695
INVH icon
344
Invitation Homes
INVH
$17.7B
$37.3K ﹤0.01%
1,500
APLD icon
345
Applied Digital
APLD
$12B
$36.5K ﹤0.01%
1,537
IYF icon
346
iShares US Financials ETF
IYF
$3.56B
$36.5K ﹤0.01%
310
BHP icon
347
BHP
BHP
$215B
$36.4K ﹤0.01%
500
HIG icon
348
Hartford Financial Services
HIG
$35.4B
$36K ﹤0.01%
266
SCHF icon
349
Schwab International Equity ETF
SCHF
$64.6B
$35.9K ﹤0.01%
1,449
XLF icon
350
State Street Financial Select Sector SPDR ETF
XLF
$49.2B
$35.8K ﹤0.01%
725