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CFFP

Center for Financial Planning Portfolio holdings

AUM $958M
1-Year Est. Return 15.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$958M
AUM Growth
-$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1
+$75.6M
2
+$2.28M
3
+$1.79M
4
MSFT icon
Microsoft
MSFT
+$1.08M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$818K

Top Sells

1
+$62.1M
2
+$444K
3
+$343K
4
MDT icon
Medtronic
MDT
+$336K
5
USB icon
US Bancorp
USB
+$309K

Sector Composition

1 Financials 3.97%
2 Technology 3.67%
3 Healthcare 2.38%
4 Consumer Discretionary 1.47%
5 Industrials 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AIG icon
401
American International
AIG
$39.2B
$22.6K ﹤0.01%
300
KF
402
Korea Fund
KF
$284M
$22.4K ﹤0.01%
500
URI icon
403
United Rentals
URI
$68.5B
$21.9K ﹤0.01%
30
-30
P
404
Everpure Inc
P
$23.3B
$21.8K ﹤0.01%
370
+200
GEHC icon
405
GE HealthCare
GEHC
$30B
$21.5K ﹤0.01%
302
-14
SMH icon
406
VanEck Semiconductor ETF
SMH
$67.5B
$21.5K ﹤0.01%
56
GM icon
407
General Motors
GM
$75.5B
$21.2K ﹤0.01%
284
+198
FHLC icon
408
Fidelity MSCI Health Care Index ETF
FHLC
$3.08B
$21.1K ﹤0.01%
300
GDX icon
409
VanEck Gold Miners ETF
GDX
$23.6B
$21K ﹤0.01%
229
MPWR icon
410
Monolithic Power Systems
MPWR
$75.3B
$20.8K ﹤0.01%
19
ADM icon
411
Archer Daniels Midland
ADM
$38.6B
$20.6K ﹤0.01%
284
-838
AHR icon
412
American Healthcare REIT
AHR
$9.66B
$20.4K ﹤0.01%
432
KMI icon
413
Kinder Morgan
KMI
$69.7B
$20.1K ﹤0.01%
600
LUV icon
414
Southwest Airlines
LUV
$21.1B
$20K ﹤0.01%
533
-4,000
AEE icon
415
Ameren
AEE
$29.9B
$19.9K ﹤0.01%
181
VCSH icon
416
Vanguard Short-Term Corporate Bond ETF
VCSH
$43.3B
$19.8K ﹤0.01%
250
CZWI icon
417
Citizens Community Bancorp
CZWI
$197M
$19.8K ﹤0.01%
1,000
CCLD icon
418
CareCloud
CCLD
$102M
$19.7K ﹤0.01%
5,390
RIVN icon
419
Rivian
RIVN
$21.1B
$19.6K ﹤0.01%
1,305
+1,240
NFG icon
420
National Fuel Gas
NFG
$7.3B
$18.8K ﹤0.01%
200
-55
NUV icon
421
Nuveen Municipal Value Fund
NUV
$1.88B
$18.7K ﹤0.01%
2,084
LNG icon
422
Cheniere Energy
LNG
$50.2B
$18.4K ﹤0.01%
65
-50
TXN icon
423
Texas Instruments
TXN
$263B
$18.3K ﹤0.01%
94
-10
TTE icon
424
TotalEnergies
TTE
$197B
$18.2K ﹤0.01%
200
ACHR icon
425
Archer Aviation
ACHR
$4.06B
$18.1K ﹤0.01%
3,510
-50
15 16
17
18 19