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
$872M
AUM Growth
+$89.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
724
New
Increased
Reduced
Closed

Top Buys

1
+$36.7M
2
+$25.4M
3
+$2.16M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.03M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$761K

Top Sells

1
+$36.2M
2
+$1M
3
+$328K
4
MRK icon
Merck
MRK
+$299K
5
LHX icon
L3Harris
LHX
+$219K

Sector Composition

1 Financials 4.47%
2 Technology 3.87%
3 Healthcare 2.3%
4 Consumer Discretionary 1.53%
5 Industrials 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PARA
376
DELISTED
Paramount Global Class B
PARA
$23.9K ﹤0.01%
+1,856
VXF icon
377
Vanguard Extended Market ETF
VXF
$26.3B
$23.5K ﹤0.01%
122
CSX icon
378
CSX Corp
CSX
$68.2B
$23.5K ﹤0.01%
720
CWB icon
379
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$4.88B
$23.5K ﹤0.01%
284
GEHC icon
380
GE HealthCare
GEHC
$36.3B
$23.4K ﹤0.01%
316
MXE
381
Mexico Equity and Income Fund
MXE
$57.5M
$23.2K ﹤0.01%
2,213
BSX icon
382
Boston Scientific
BSX
$137B
$22.4K ﹤0.01%
209
DFEB icon
383
FT Vest US Equity Deep Buffer ETF February
DFEB
$387M
$22.3K ﹤0.01%
500
VRTX icon
384
Vertex Pharmaceuticals
VRTX
$119B
$22.3K ﹤0.01%
50
-17
CMA icon
385
Comerica
CMA
$12.1B
$21.7K ﹤0.01%
364
SPSM icon
386
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$14.2B
$21.3K ﹤0.01%
500
PFG icon
387
Principal Financial Group
PFG
$20B
$21K ﹤0.01%
264
ITT icon
388
ITT
ITT
$15.8B
$20.9K ﹤0.01%
133
-8
AMP icon
389
Ameriprise Financial
AMP
$46.1B
$20.8K ﹤0.01%
39
WELL icon
390
Welltower
WELL
$126B
$20.4K ﹤0.01%
133
KEYS icon
391
Keysight
KEYS
$36.6B
$20.2K ﹤0.01%
123
IRT icon
392
Independence Realty Trust
IRT
$4.03B
$20.1K ﹤0.01%
1,134
VCSH icon
393
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.2B
$19.9K ﹤0.01%
250
-141
GS icon
394
Goldman Sachs
GS
$276B
$19.8K ﹤0.01%
28
NET icon
395
Cloudflare
NET
$60.8B
$19.6K ﹤0.01%
100
TXN icon
396
Texas Instruments
TXN
$176B
$19.5K ﹤0.01%
94
BABA icon
397
Alibaba
BABA
$414B
$19.5K ﹤0.01%
172
FHLC icon
398
Fidelity MSCI Health Care Index ETF
FHLC
$2.89B
$19.2K ﹤0.01%
300
XLY icon
399
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$24.4B
$18.9K ﹤0.01%
174
SHW icon
400
Sherwin-Williams
SHW
$86.4B
$18.5K ﹤0.01%
54
14 15
16
17 18