CFFP

Center for Financial Planning Portfolio holdings

AUM $961M
1-Year Est. Return 15.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$961M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
743
New
Increased
Reduced
Closed

Sector Composition

1 Financials 4.3%
2 Technology 3.92%
3 Healthcare 2.45%
4 Consumer Discretionary 1.52%
5 Industrials 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FHLC icon
401
Fidelity MSCI Health Care Index ETF
FHLC
$2.89B
$22.3K ﹤0.01%
300
BAX icon
402
Baxter International
BAX
$8.98B
$22.2K ﹤0.01%
1,164
STX icon
403
Seagate
STX
$86.1B
$22K ﹤0.01%
80
NKE icon
404
Nike
NKE
$83B
$21.7K ﹤0.01%
340
+100
MRVL icon
405
Marvell Technology
MRVL
$81.5B
$21K ﹤0.01%
+247
JOBY icon
406
Joby Aviation
JOBY
$9.68B
$20.9K ﹤0.01%
1,582
XLY icon
407
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.6B
$20.8K ﹤0.01%
174
ZTS icon
408
Zoetis
ZTS
$50.9B
$20.5K ﹤0.01%
163
NFG icon
409
National Fuel Gas
NFG
$8.66B
$20.4K ﹤0.01%
255
+55
AHR icon
410
American Healthcare REIT
AHR
$9.96B
$20.3K ﹤0.01%
432
RUN icon
411
Sunrun
RUN
$2.85B
$20.3K ﹤0.01%
1,104
SMH icon
412
VanEck Semiconductor ETF
SMH
$44.9B
$20.2K ﹤0.01%
56
LQD icon
413
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31B
$20.2K ﹤0.01%
183
+71
CLF icon
414
Cleveland-Cliffs
CLF
$5.44B
$20.1K ﹤0.01%
+1,517
VCSH icon
415
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.9B
$19.9K ﹤0.01%
250
BSX icon
416
Boston Scientific
BSX
$104B
$19.9K ﹤0.01%
209
IRT icon
417
Independence Realty Trust
IRT
$3.85B
$19.8K ﹤0.01%
1,134
NET icon
418
Cloudflare
NET
$73B
$19.7K ﹤0.01%
100
GDX icon
419
VanEck Gold Miners ETF
GDX
$32.7B
$19.6K ﹤0.01%
229
GDRX icon
420
GoodRx Holdings
GDRX
$822M
$19K ﹤0.01%
7,000
+3,000
HPQ icon
421
HP
HPQ
$17.2B
$18.9K ﹤0.01%
850
+155
NUV icon
422
Nuveen Municipal Value Fund
NUV
$1.91B
$18.9K ﹤0.01%
2,084
-12,000
VLO icon
423
Valero Energy
VLO
$64.9B
$18.2K ﹤0.01%
112
KF
424
Korea Fund
KF
$203M
$18.2K ﹤0.01%
500
VFH icon
425
Vanguard Financials ETF
VFH
$12.4B
$18.2K ﹤0.01%
136