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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
$961M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
743
New
Increased
Reduced
Closed

Sector Composition

1 Financials 4.3%
2 Technology 3.92%
3 Healthcare 2.45%
4 Consumer Discretionary 1.52%
5 Industrials 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FRDM icon
351
Freedom 100 Emerging Markets ETF
FRDM
$3.77B
$33.3K ﹤0.01%
650
ENB icon
352
Enbridge
ENB
$119B
$33.2K ﹤0.01%
695
-248
KMX icon
353
CarMax
KMX
$7.61B
$32.8K ﹤0.01%
850
+150
MAS icon
354
Masco
MAS
$15B
$32.8K ﹤0.01%
517
ALTG icon
355
Alta Equipment Group
ALTG
$250M
$32.4K ﹤0.01%
7,044
BWX icon
356
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.38B
$31.6K ﹤0.01%
1,403
GD icon
357
General Dynamics
GD
$94.7B
$31.3K ﹤0.01%
93
+64
ENR icon
358
Energizer
ENR
$1.47B
$30.7K ﹤0.01%
1,542
BHP icon
359
BHP
BHP
$223B
$30.2K ﹤0.01%
500
BNDX icon
360
Vanguard Total International Bond ETF
BNDX
$82.2B
$29.8K ﹤0.01%
617
+7
IWS icon
361
iShares Russell Mid-Cap Value ETF
IWS
$15.6B
$29.8K ﹤0.01%
211
-37
MMD
362
MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD
$288M
$29.7K ﹤0.01%
2,000
COR icon
363
Cencora
COR
$52.9B
$29.7K ﹤0.01%
88
SPMD icon
364
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$17.9B
$29.7K ﹤0.01%
513
+32
NVS icon
365
Novartis
NVS
$281B
$29K ﹤0.01%
210
DG icon
366
Dollar General
DG
$25B
$28.8K ﹤0.01%
217
DON icon
367
WisdomTree US MidCap Dividend Fund
DON
$3.92B
$28.5K ﹤0.01%
552
USAR
368
USA Rare Earth Inc
USAR
$5.63B
$28.5K ﹤0.01%
+2,391
BABA icon
369
Alibaba
BABA
$257B
$28.1K ﹤0.01%
192
GLW icon
370
Corning
GLW
$168B
$28K ﹤0.01%
320
ZS icon
371
Zscaler
ZS
$20.2B
$27.9K ﹤0.01%
124
GDV icon
372
Gabelli Dividend & Income Trust
GDV
$2.53B
$27.8K ﹤0.01%
1,000
CCL icon
373
Carnival Corporation Ltd
CCL
$42.8B
$27.6K ﹤0.01%
904
USMV icon
374
iShares MSCI USA Min Vol Factor ETF
USMV
$22.4B
$27.6K ﹤0.01%
293
ADMA icon
375
ADMA Biologics
ADMA
$1.93B
$27.4K ﹤0.01%
1,500