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
$406M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$574K
3
+$485K
4
RBLX icon
Roblox
RBLX
+$325K
5
ROP icon
Roper Technologies
ROP
+$296K

Top Sells

1
+$1.99M
2
+$702K
3
+$653K
4
KSU
Kansas City Southern
KSU
+$273K
5
ACN icon
Accenture
ACN
+$240K

Sector Composition

1 Financials 6.02%
2 Technology 4.57%
3 Healthcare 3.89%
4 Industrials 2.54%
5 Consumer Staples 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$15K ﹤0.01%
160
327
$15K ﹤0.01%
54
328
$15K ﹤0.01%
88
+38
329
$15K ﹤0.01%
250
330
$14K ﹤0.01%
150
-47
331
$14K ﹤0.01%
320
332
$14K ﹤0.01%
1,000
333
$14K ﹤0.01%
129
334
$14K ﹤0.01%
83
335
$14K ﹤0.01%
2,000
336
$14K ﹤0.01%
210
337
$14K ﹤0.01%
46
338
$14K ﹤0.01%
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339
$14K ﹤0.01%
610
340
$14K ﹤0.01%
700
341
$14K ﹤0.01%
115
342
$13K ﹤0.01%
116
343
$13K ﹤0.01%
400
-63
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$13K ﹤0.01%
275
345
$12K ﹤0.01%
100
346
$12K ﹤0.01%
108
347
$12K ﹤0.01%
690
-331
348
$11K ﹤0.01%
500
349
$11K ﹤0.01%
+45
350
$11K ﹤0.01%
123
12 13
14
15 16