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
351
$11K ﹤0.01%
200
352
$11K ﹤0.01%
550
+150
353
$11K ﹤0.01%
1,100
354
$11K ﹤0.01%
123
355
$11K ﹤0.01%
690
356
$11K ﹤0.01%
133
357
$11K ﹤0.01%
75
358
$10K ﹤0.01%
201
+61
359
$10K ﹤0.01%
160
360
$10K ﹤0.01%
128
361
$10K ﹤0.01%
187
362
$10K ﹤0.01%
180
363
$10K ﹤0.01%
216
364
$10K ﹤0.01%
200
365
$10K ﹤0.01%
76
366
$10K ﹤0.01%
540
367
$10K ﹤0.01%
+845
368
$10K ﹤0.01%
100
369
$9K ﹤0.01%
53
370
$9K ﹤0.01%
60
371
$9K ﹤0.01%
292
372
$9K ﹤0.01%
23
373
$9K ﹤0.01%
283
374
$9K ﹤0.01%
149
375
$9K ﹤0.01%
259
13 14
15
16 17