CFFP

Center for Financial Planning Portfolio holdings

AUM $961M
1-Year Est. Return 15.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$961M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
743
New
Increased
Reduced
Closed

Sector Composition

1 Financials 4.3%
2 Technology 3.92%
3 Healthcare 2.45%
4 Consumer Discretionary 1.52%
5 Industrials 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
OKTA icon
326
Okta
OKTA
$14B
$38.9K ﹤0.01%
450
AAL icon
327
American Airlines Group
AAL
$7.24B
$38.8K ﹤0.01%
2,530
+2,000
DOW icon
328
Dow Inc
DOW
$24.6B
$38.3K ﹤0.01%
1,636
+358
PLPC icon
329
Preformed Line Products
PLPC
$1.33B
$38.2K ﹤0.01%
185
APLD icon
330
Applied Digital
APLD
$8.06B
$37.7K ﹤0.01%
+1,537
BOX icon
331
Box
BOX
$3.49B
$37.4K ﹤0.01%
1,250
IWD icon
332
iShares Russell 1000 Value ETF
IWD
$68.4B
$37K ﹤0.01%
176
EEM icon
333
iShares MSCI Emerging Markets ETF
EEM
$28.5B
$36.8K ﹤0.01%
672
+6
HIG icon
334
Hartford Financial Services
HIG
$37.6B
$36.7K ﹤0.01%
266
CXH
335
MFS Investment Grade Municipal Trust
CXH
$67.8M
$36.5K ﹤0.01%
4,589
XYL icon
336
Xylem
XYL
$29.6B
$36.2K ﹤0.01%
266
FBT icon
337
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.3B
$36.1K ﹤0.01%
175
ETX
338
Eaton Vance Municipal Income 2028 Term Trust
ETX
$209M
$35.9K ﹤0.01%
1,920
BLD icon
339
TopBuild
BLD
$10.7B
$35.5K ﹤0.01%
85
DE icon
340
Deere & Co
DE
$160B
$35.4K ﹤0.01%
76
Q
341
Qnity Electronics Inc
Q
$24.4B
$35.3K ﹤0.01%
+432
CVSA
342
Covista Inc.
CVSA
$3.46B
$35.2K ﹤0.01%
340
WEC icon
343
WEC Energy
WEC
$37.2B
$35.1K ﹤0.01%
333
SCHF icon
344
Schwab International Equity ETF
SCHF
$58.8B
$34.8K ﹤0.01%
1,449
EXC icon
345
Exelon
EXC
$50.2B
$34.7K ﹤0.01%
796
-143
CHEF icon
346
Chefs' Warehouse
CHEF
$2.63B
$34.3K ﹤0.01%
550
CRWV
347
CoreWeave Inc
CRWV
$42.8B
$33.9K ﹤0.01%
+474
EOT
348
Eaton Vance National Municipal Opportunities Trust
EOT
$276M
$33.8K ﹤0.01%
2,000
-4,000
FJUL icon
349
FT Vest US Equity Buffer ETF July
FJUL
$1.18B
$33.5K ﹤0.01%
600
PID icon
350
Invesco International Dividend Achievers ETF
PID
$910M
$33.5K ﹤0.01%
1,521