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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
KMX icon
351
CarMax
KMX
$6.81B
$35.3K ﹤0.01%
850
BSV icon
352
Vanguard Short-Term Bond ETF
BSV
$45B
$35.3K ﹤0.01%
450
-610
ETX
353
Eaton Vance Municipal Income 2028 Term Trust
ETX
$207M
$35.3K ﹤0.01%
1,920
FBT icon
354
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.61B
$35.1K ﹤0.01%
175
KEYS icon
355
Keysight
KEYS
$56.6B
$34.7K ﹤0.01%
123
EOT
356
Eaton Vance National Municipal Opportunities Trust
EOT
$267M
$34.2K ﹤0.01%
2,000
SLV icon
357
iShares Silver Trust
SLV
$31.5B
$34.1K ﹤0.01%
500
-250
PID icon
358
Invesco International Dividend Achievers ETF
PID
$918M
$33.8K ﹤0.01%
1,521
FJUL icon
359
FT Vest US Equity Buffer ETF July
FJUL
$1.16B
$32.8K ﹤0.01%
600
CHEF icon
360
Chefs' Warehouse
CHEF
$3.37B
$32.7K ﹤0.01%
550
SYF icon
361
Synchrony
SYF
$24.3B
$32.6K ﹤0.01%
480
+340
NVS icon
362
Novartis
NVS
$285B
$32.1K ﹤0.01%
210
EXC icon
363
Exelon
EXC
$46.4B
$32K ﹤0.01%
653
-143
XYL icon
364
Xylem
XYL
$26.4B
$31.8K ﹤0.01%
266
STX icon
365
Seagate
STX
$191B
$31.3K ﹤0.01%
80
MAS icon
366
Masco
MAS
$14.6B
$31.2K ﹤0.01%
517
SM icon
367
SM Energy
SM
$7.45B
$31.2K ﹤0.01%
+1,000
BWX icon
368
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.42B
$30.8K ﹤0.01%
1,403
BLD icon
369
TopBuild
BLD
$11.5B
$29.9K ﹤0.01%
85
CSX icon
370
CSX Corp
CSX
$87.9B
$29.6K ﹤0.01%
720
BOX icon
371
Box
BOX
$3.68B
$29.6K ﹤0.01%
1,250
BNDX icon
372
Vanguard Total International Bond ETF
BNDX
$81.6B
$29.3K ﹤0.01%
610
-7
DON icon
373
WisdomTree US MidCap Dividend Fund
DON
$3.92B
$29K ﹤0.01%
552
SPMD icon
374
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$17.6B
$28.5K ﹤0.01%
481
-32
CLF icon
375
Cleveland-Cliffs
CLF
$7.26B
$28.1K ﹤0.01%
3,322
+1,805
13 14
15
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