CFFP
Center for Financial Planning Portfolio holdings
AUM
$872M
1-Year Return
13.41%
This Quarter Return
-0.58%
1 Year Return
+13.41%
3 Year Return
+54.48%
5 Year Return
+93.13%
10 Year Return
–
AUM
$411M
AUM Growth
+$4.98M
(+1.2%)
Cap. Flow
+$7.79M
Cap. Flow
% of AUM
1.89%
Top 10 Holdings %
Top 10 Hldgs %
71.79%
Holding
545
New
36
Increased
72
Reduced
65
Closed
29
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$12.3M |
| 2 |
Agree Realty
ADC
|
$1.45M |
| 3 |
Vanguard Small-Cap ETF
VB
|
$1.02M |
| 4 |
Johnson & Johnson
JNJ
|
$236K |
| 5 |
Roblox
RBLX
|
$223K |
Top Sells
| 1 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$4.71M |
| 2 |
Credit Acceptance
CACC
|
$1.02M |
| 3 |
S&P Global
SPGI
|
$629K |
| 4 |
Motorola Solutions
MSI
|
$281K |
| 5 |
Henry Schein
HSIC
|
$253K |
Sector Composition
| 1 | Financials | 5.75% |
| 2 | Technology | 4.57% |
| 3 | Healthcare | 3.87% |
| 4 | Consumer Staples | 2.2% |
| 5 | Industrials | 2.19% |
