CFFP

Center for Financial Planning Portfolio holdings

AUM $872M
1-Year Est. Return 13.41%
This Quarter Est. Return
1 Year Est. Return
+13.41%
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 +$1.72M
2 +$574K
3 +$485K
4
RBLX icon
Roblox
RBLX
+$325K
5
ROP icon
Roper Technologies
ROP
+$296K

Top Sells

1 +$1.99M
2 +$702K
3 +$653K
4
KSU
Kansas City Southern
KSU
+$273K
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
$9K ﹤0.01%
57
381
$9K ﹤0.01%
33
-1,000
382
$9K ﹤0.01%
97
383
$8K ﹤0.01%
82
384
$8K ﹤0.01%
53
385
$8K ﹤0.01%
39
386
$8K ﹤0.01%
106
387
$8K ﹤0.01%
1,500
388
$8K ﹤0.01%
225
389
$8K ﹤0.01%
149
390
$8K ﹤0.01%
221
391
$8K ﹤0.01%
238
392
$8K ﹤0.01%
110
393
$7K ﹤0.01%
35
394
$7K ﹤0.01%
114
395
$7K ﹤0.01%
140
396
$7K ﹤0.01%
370
397
$7K ﹤0.01%
147
398
$7K ﹤0.01%
26
399
$7K ﹤0.01%
130
400
$7K ﹤0.01%
38