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
351
$11K ﹤0.01%
133
352
$11K ﹤0.01%
75
353
$11K ﹤0.01%
100
354
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30
355
$11K ﹤0.01%
180
356
$11K ﹤0.01%
100
357
$11K ﹤0.01%
1,100
358
$11K ﹤0.01%
350
359
$11K ﹤0.01%
67
360
$10K ﹤0.01%
128
361
$10K ﹤0.01%
163
362
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216
363
$10K ﹤0.01%
76
364
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259
365
$10K ﹤0.01%
37
366
$10K ﹤0.01%
400
367
$10K ﹤0.01%
540
368
$10K ﹤0.01%
17
-24
369
$10K ﹤0.01%
125
370
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371
$10K ﹤0.01%
200
372
$9K ﹤0.01%
36
373
$9K ﹤0.01%
60
374
$9K ﹤0.01%
292
375
$9K ﹤0.01%
23
13 14
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16 17