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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
$958M
AUM Growth
-$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1
+$75.6M
2
+$2.28M
3
+$1.79M
4
MSFT icon
Microsoft
MSFT
+$1.08M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$818K

Top Sells

1
+$62.1M
2
+$444K
3
+$343K
4
MDT icon
Medtronic
MDT
+$336K
5
USB icon
US Bancorp
USB
+$309K

Sector Composition

1 Financials 3.97%
2 Technology 3.67%
3 Healthcare 2.38%
4 Consumer Discretionary 1.47%
5 Industrials 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NKE icon
376
Nike
NKE
$66.1B
$27.8K ﹤0.01%
527
+187
NOW icon
377
ServiceNow
NOW
$110B
$27.7K ﹤0.01%
265
-725
SCHG icon
378
Schwab US Large-Cap Growth ETF
SCHG
$58.4B
$27.7K ﹤0.01%
+951
VLO icon
379
Valero Energy
VLO
$75.4B
$27.7K ﹤0.01%
112
COR icon
380
Cencora
COR
$54.4B
$27.6K ﹤0.01%
88
ROST icon
381
Ross Stores
ROST
$73.6B
$27.3K ﹤0.01%
126
AWK icon
382
American Water Works
AWK
$24.5B
$27.2K ﹤0.01%
200
AAL icon
383
American Airlines Group
AAL
$9.32B
$27.2K ﹤0.01%
2,530
IDEV icon
384
iShares Core MSCI International Developed Markets ETF
IDEV
$30B
$27K ﹤0.01%
323
GDV icon
385
Gabelli Dividend & Income Trust
GDV
$2.5B
$26.9K ﹤0.01%
1,000
GD icon
386
General Dynamics
GD
$93.5B
$26.8K ﹤0.01%
78
-15
CWB icon
387
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$6.14B
$26K ﹤0.01%
284
DG icon
388
Dollar General
DG
$24.1B
$25.8K ﹤0.01%
217
ITT icon
389
ITT
ITT
$17.2B
$25.3K ﹤0.01%
133
ENR icon
390
Energizer
ENR
$1.35B
$25.3K ﹤0.01%
1,542
VXF icon
391
Vanguard Extended Market ETF
VXF
$29.8B
$25.1K ﹤0.01%
122
FITB
392
Fifth Third Bancorp
FITB
$47.8B
$25K ﹤0.01%
+538
MRVL icon
393
Marvell Technology
MRVL
$233B
$24.5K ﹤0.01%
247
SPSM icon
394
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$15.8B
$24.2K ﹤0.01%
500
-30
BABA icon
395
Alibaba
BABA
$287B
$24.1K ﹤0.01%
192
BLK icon
396
Blackrock
BLK
$157B
$24K ﹤0.01%
25
PFG icon
397
Principal Financial Group
PFG
$23B
$23.8K ﹤0.01%
264
GS icon
398
Goldman Sachs
GS
$304B
$23.7K ﹤0.01%
28
DFEB icon
399
FT Vest US Equity Deep Buffer ETF February
DFEB
$454M
$23.7K ﹤0.01%
500
VOT icon
400
Vanguard Mid-Cap Growth ETF
VOT
$18.9B
$22.6K ﹤0.01%
88
14 15
16
17 18