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
$783M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1 +$34.4M
2 +$2.37M
3 +$2.13M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.91M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.53M

Top Sells

1 +$2.32M
2 +$568K
3 +$422K
4
RJF icon
Raymond James Financial
RJF
+$358K
5
AAPL icon
Apple
AAPL
+$300K

Sector Composition

1 Financials 4.97%
2 Technology 3.55%
3 Healthcare 2.66%
4 Consumer Staples 1.62%
5 Consumer Discretionary 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
STWD icon
376
Starwood Property Trust
STWD
$6.84B
$22.9K ﹤0.01%
1,157
BABA icon
377
Alibaba
BABA
$405B
$22.7K ﹤0.01%
172
+25
QBTS icon
378
D-Wave Quantum
QBTS
$11.2B
$22.4K ﹤0.01%
+2,950
PFG icon
379
Principal Financial Group
PFG
$17.7B
$22.3K ﹤0.01%
264
IDEV icon
380
iShares Core MSCI International Developed Markets ETF
IDEV
$22.5B
$22.3K ﹤0.01%
+323
CWB icon
381
SPDR Bloomberg Convertible Securities ETF
CWB
$4.74B
$21.8K ﹤0.01%
284
+264
XLI icon
382
Industrial Select Sector SPDR Fund
XLI
$23.9B
$21.6K ﹤0.01%
165
VOT icon
383
Vanguard Mid-Cap Growth ETF
VOT
$18.1B
$21.5K ﹤0.01%
88
+48
CMA icon
384
Comerica
CMA
$9.98B
$21.5K ﹤0.01%
364
FCX icon
385
Freeport-McMoran
FCX
$59.4B
$21.4K ﹤0.01%
566
+480
CSX icon
386
CSX Corp
CSX
$67.3B
$21.2K ﹤0.01%
720
-350
BSX icon
387
Boston Scientific
BSX
$150B
$21.1K ﹤0.01%
209
DFEB icon
388
FT Vest US Equity Deep Buffer ETF February
DFEB
$411M
$21.1K ﹤0.01%
500
VXF icon
389
Vanguard Extended Market ETF
VXF
$24.9B
$21K ﹤0.01%
122
FHLC icon
390
Fidelity MSCI Health Care Index ETF
FHLC
$2.62B
$20.5K ﹤0.01%
300
-622
SPSM icon
391
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$13.1B
$20.4K ﹤0.01%
500
WELL icon
392
Welltower
WELL
$119B
$20.4K ﹤0.01%
133
SPOT icon
393
Spotify
SPOT
$133B
$20.4K ﹤0.01%
37
MXE
394
Mexico Equity and Income Fund
MXE
$50.8M
$19.3K ﹤0.01%
2,213
HPQ icon
395
HP
HPQ
$25.9B
$19.2K ﹤0.01%
695
DG icon
396
Dollar General
DG
$22.4B
$19.1K ﹤0.01%
217
VLO icon
397
Valero Energy
VLO
$52.2B
$19K ﹤0.01%
144
AMP icon
398
Ameriprise Financial
AMP
$45.2B
$18.9K ﹤0.01%
39
SHW icon
399
Sherwin-Williams
SHW
$83.3B
$18.9K ﹤0.01%
54
KEYS icon
400
Keysight
KEYS
$29.1B
$18.4K ﹤0.01%
123
+25