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
$406M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1 +$1.68M
2 +$568K
3 +$482K
4
RBLX icon
Roblox
RBLX
+$290K
5
ROP icon
Roper Technologies
ROP
+$279K

Top Sells

1 +$1.99M
2 +$677K
3 +$659K
4
KSU
Kansas City Southern
KSU
+$289K
5
ACN icon
Accenture
ACN
+$240K

Sector Composition

1 Financials 6.02%
2 Technology 4.57%
3 Healthcare 3.89%
4 Industrials 2.54%
5 Consumer Staples 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$9K ﹤0.01%
187
377
$9K ﹤0.01%
283
-2,501
378
$9K ﹤0.01%
352
379
$9K ﹤0.01%
167
380
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57
381
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33
-1,000
382
$9K ﹤0.01%
97
383
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82
384
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53
385
$8K ﹤0.01%
39
386
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106
387
$8K ﹤0.01%
1,500
388
$8K ﹤0.01%
225
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149
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$8K ﹤0.01%
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110
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38
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370
398
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147
399
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26
400
$7K ﹤0.01%
130