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

Top Buys

1
+$1.68M
2
+$568K
3
+$482K
4
RBLX icon
Roblox
RBLX
+$290K
5
ROP icon
Roper Technologies
ROP
+$279K

Top Sells

1
+$1.99M
2
+$677K
3
+$659K
4
KSU
Kansas City Southern
KSU
+$289K
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%
100
352
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1,100
353
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123
354
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355
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356
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67
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+45
359
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$10K ﹤0.01%
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367
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369
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370
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$10K ﹤0.01%
540
372
$9K ﹤0.01%
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60
374
$9K ﹤0.01%
292
375
$9K ﹤0.01%
23
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