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

Top Buys

1
+$4.74M
2
+$3.2M
3
+$2.16M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.28M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$790K

Top Sells

1
+$727K
2
+$458K
3
+$353K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$345K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$185K

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
ACHR icon
376
Archer Aviation
ACHR
$4.64B
$26.8K ﹤0.01%
3,560
+50
BLK icon
377
Blackrock
BLK
$150B
$26.8K ﹤0.01%
25
IDEV icon
378
iShares Core MSCI International Developed Markets ETF
IDEV
$28.2B
$26.6K ﹤0.01%
323
AWK icon
379
American Water Works
AWK
$25.9B
$26.1K ﹤0.01%
200
CSX icon
380
CSX Corp
CSX
$76.1B
$26.1K ﹤0.01%
720
GEHC icon
381
GE HealthCare
GEHC
$33.1B
$25.9K ﹤0.01%
316
AIG icon
382
American International
AIG
$41.9B
$25.7K ﹤0.01%
300
XLI icon
383
State Street Industrial Select Sector SPDR ETF
XLI
$29.8B
$25.6K ﹤0.01%
165
VXF icon
384
Vanguard Extended Market ETF
VXF
$25.8B
$25.5K ﹤0.01%
122
-296
CWB icon
385
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.23B
$25.3K ﹤0.01%
284
CMA
386
DELISTED
Comerica
CMA
$25.1K ﹤0.01%
289
-225
KEYS icon
387
Keysight
KEYS
$49.1B
$25K ﹤0.01%
123
PSKY
388
Paramount Skydance Corp
PSKY
$11.5B
$24.9K ﹤0.01%
1,856
SPSM icon
389
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$14.2B
$24.8K ﹤0.01%
530
+30
IVE icon
390
iShares S&P 500 Value ETF
IVE
$49B
$24.8K ﹤0.01%
117
-40
GS icon
391
Goldman Sachs
GS
$247B
$24.6K ﹤0.01%
28
VOT icon
392
Vanguard Mid-Cap Growth ETF
VOT
$17.4B
$24.6K ﹤0.01%
88
SOFI icon
393
SoFi Technologies
SOFI
$23.3B
$24.2K ﹤0.01%
925
+825
DFEB icon
394
FT Vest US Equity Deep Buffer ETF February
DFEB
$405M
$23.9K ﹤0.01%
500
SAP icon
395
SAP
SAP
$229B
$23.8K ﹤0.01%
98
PFG icon
396
Principal Financial Group
PFG
$19.5B
$23.3K ﹤0.01%
264
ITT icon
397
ITT
ITT
$16.3B
$23.1K ﹤0.01%
133
ROST icon
398
Ross Stores
ROST
$68.9B
$22.7K ﹤0.01%
126
VRTX icon
399
Vertex Pharmaceuticals
VRTX
$127B
$22.7K ﹤0.01%
50
LNG icon
400
Cheniere Energy
LNG
$51.7B
$22.4K ﹤0.01%
115
+50
14 15
16
17 18