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
$411M
AUM Growth
+$4.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$1.45M
3
+$1.02M
4
JNJ icon
Johnson & Johnson
JNJ
+$236K
5
RBLX icon
Roblox
RBLX
+$223K

Top Sells

1
+$4.71M
2
+$1.02M
3
+$629K
4
MSI icon
Motorola Solutions
MSI
+$281K
5
HSIC icon
Henry Schein
HSIC
+$253K

Sector Composition

1 Financials 5.75%
2 Technology 4.57%
3 Healthcare 3.87%
4 Consumer Staples 2.2%
5 Industrials 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$15K ﹤0.01%
115
327
$14K ﹤0.01%
1,000
328
$14K ﹤0.01%
129
329
$14K ﹤0.01%
210
330
$14K ﹤0.01%
476
+76
331
$14K ﹤0.01%
610
332
$14K ﹤0.01%
98
333
$14K ﹤0.01%
2,000
334
$13K ﹤0.01%
250
335
$13K ﹤0.01%
150
336
$13K ﹤0.01%
320
337
$13K ﹤0.01%
83
338
$13K ﹤0.01%
116
339
$13K ﹤0.01%
355
+225
340
$13K ﹤0.01%
46
341
$13K ﹤0.01%
700
342
$12K ﹤0.01%
55
343
$12K ﹤0.01%
108
344
$12K ﹤0.01%
30
345
$12K ﹤0.01%
160
346
$12K ﹤0.01%
185
347
$11K ﹤0.01%
17
348
$11K ﹤0.01%
163
349
$11K ﹤0.01%
100
350
$11K ﹤0.01%
100
12 13
14
15 16