CFFP

Center for Financial Planning Portfolio holdings

AUM $936M
1-Year Est. Return 13.21%
This Quarter Est. Return
1 Year Est. Return
+13.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$936M
AUM Growth
+$63.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1 +$3.46M
2 +$2.07M
3 +$1.91M
4
AAPL icon
Apple
AAPL
+$1.04M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$632K

Sector Composition

1 Financials 4.32%
2 Technology 4.08%
3 Healthcare 2.39%
4 Consumer Discretionary 1.57%
5 Industrials 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BHP icon
376
BHP
BHP
$151B
$27.9K ﹤0.01%
500
AWK icon
377
American Water Works
AWK
$26.1B
$27.8K ﹤0.01%
200
SPMD icon
378
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$15.1B
$27.5K ﹤0.01%
481
COR icon
379
Cencora
COR
$66.6B
$27.5K ﹤0.01%
88
GDV icon
380
Gabelli Dividend & Income Trust
GDV
$2.42B
$27.1K ﹤0.01%
1,000
NVS icon
381
Novartis
NVS
$260B
$26.9K ﹤0.01%
210
BAX icon
382
Baxter International
BAX
$9.9B
$26.5K ﹤0.01%
1,164
GLW icon
383
Corning
GLW
$74.6B
$26.3K ﹤0.01%
320
SAP icon
384
SAP
SAP
$285B
$26.2K ﹤0.01%
98
CCL icon
385
Carnival Corp
CCL
$37.2B
$26.1K ﹤0.01%
904
IDEV icon
386
iShares Core MSCI International Developed Markets ETF
IDEV
$23.6B
$25.9K ﹤0.01%
323
VOT icon
387
Vanguard Mid-Cap Growth ETF
VOT
$17.8B
$25.9K ﹤0.01%
88
CWB icon
388
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$4.55B
$25.7K ﹤0.01%
284
CSX icon
389
CSX Corp
CSX
$68B
$25.6K ﹤0.01%
720
JOBY icon
390
Joby Aviation
JOBY
$12.5B
$25.5K ﹤0.01%
1,582
XLI icon
391
State Street Industrial Select Sector SPDR ETF
XLI
$25.4B
$25.4K ﹤0.01%
165
CEG icon
392
Constellation Energy
CEG
$114B
$25.3K ﹤0.01%
77
CLX icon
393
Clorox
CLX
$12.2B
$24.7K ﹤0.01%
+200
ZTS icon
394
Zoetis
ZTS
$55.1B
$23.9K ﹤0.01%
163
ITT icon
395
ITT
ITT
$15.1B
$23.8K ﹤0.01%
133
GEHC icon
396
GE HealthCare
GEHC
$37.7B
$23.7K ﹤0.01%
316
WELL icon
397
Welltower
WELL
$129B
$23.7K ﹤0.01%
133
AIG icon
398
American International
AIG
$46.4B
$23.6K ﹤0.01%
300
DFEB icon
399
FT Vest US Equity Deep Buffer ETF February
DFEB
$387M
$23.3K ﹤0.01%
500
SPSM icon
400
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$13.4B
$23.2K ﹤0.01%
500