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
$783M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1 +$34.4M
2 +$2.37M
3 +$2.13M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.91M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.53M

Top Sells

1 +$2.32M
2 +$568K
3 +$422K
4
RJF icon
Raymond James Financial
RJF
+$358K
5
AAPL icon
Apple
AAPL
+$300K

Sector Composition

1 Financials 4.97%
2 Technology 3.55%
3 Healthcare 2.66%
4 Consumer Staples 1.62%
5 Consumer Discretionary 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EEM icon
351
iShares MSCI Emerging Markets ETF
EEM
$21B
$29K ﹤0.01%
663
FJUL icon
352
FT Vest US Equity Buffer ETF July
FJUL
$1.06B
$28.6K ﹤0.01%
600
ACWV icon
353
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.31B
$28K ﹤0.01%
+241
PH icon
354
Parker-Hannifin
PH
$97.7B
$28K ﹤0.01%
46
ALTG icon
355
Alta Equipment Group
ALTG
$210M
$27.7K ﹤0.01%
5,913
+603
BLD icon
356
TopBuild
BLD
$12.7B
$27.4K ﹤0.01%
90
DON icon
357
WisdomTree US MidCap Dividend Fund
DON
$3.74B
$27.3K ﹤0.01%
+552
ZTS icon
358
Zoetis
ZTS
$64.7B
$26.8K ﹤0.01%
163
SAP icon
359
SAP
SAP
$314B
$26.3K ﹤0.01%
98
PFF icon
360
iShares Preferred and Income Securities ETF
PFF
$14.7B
$26.1K ﹤0.01%
+850
AIG icon
361
American International
AIG
$43.8B
$26.1K ﹤0.01%
300
SYLD icon
362
Cambria Shareholder Yield ETF
SYLD
$924M
$26K ﹤0.01%
+408
PLPC icon
363
Preformed Line Products
PLPC
$1.17B
$25.9K ﹤0.01%
185
GEHC icon
364
GE HealthCare
GEHC
$35.7B
$25.5K ﹤0.01%
316
TPR icon
365
Tapestry
TPR
$23.7B
$25.1K ﹤0.01%
356
SPMD icon
366
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.7B
$24.6K ﹤0.01%
481
ZS icon
367
Zscaler
ZS
$51.1B
$24.6K ﹤0.01%
124
COR icon
368
Cencora
COR
$64.5B
$24.5K ﹤0.01%
88
BHP icon
369
BHP
BHP
$141B
$24.3K ﹤0.01%
500
GDV icon
370
Gabelli Dividend & Income Trust
GDV
$2.41B
$24.1K ﹤0.01%
1,000
IRT icon
371
Independence Realty Trust
IRT
$3.8B
$24.1K ﹤0.01%
1,134
BLK icon
372
Blackrock
BLK
$176B
$23.7K ﹤0.01%
25
BAX icon
373
Baxter International
BAX
$11.8B
$23.7K ﹤0.01%
+691
BIV icon
374
Vanguard Intermediate-Term Bond ETF
BIV
$25.3B
$23.6K ﹤0.01%
+308
NVS icon
375
Novartis
NVS
$252B
$23.4K ﹤0.01%
210