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
$936M
AUM Growth
+$63.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1 +$3.46M
2 +$2.07M
3 +$1.91M
4
AAPL icon
Apple
AAPL
+$1.04M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$632K

Sector Composition

1 Financials 4.32%
2 Technology 4.08%
3 Healthcare 2.39%
4 Consumer Discretionary 1.57%
5 Industrials 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FENI icon
401
Fidelity Enhanced International ETF
FENI
$5.51B
$22.8K ﹤0.01%
+646
FBND icon
402
Fidelity Total Bond ETF
FBND
$23.1B
$22.6K ﹤0.01%
+489
CGMS icon
403
Capital Group US Multi-Sector Income ETF
CGMS
$3.79B
$22.6K ﹤0.01%
+813
DG icon
404
Dollar General
DG
$30.1B
$22.4K ﹤0.01%
217
GS icon
405
Goldman Sachs
GS
$262B
$22.3K ﹤0.01%
28
FMN
406
Federated Hermes Premier Municipal Income Fund
FMN
$86.6M
$22.1K ﹤0.01%
+2,000
ADMA icon
407
ADMA Biologics
ADMA
$4.48B
$22K ﹤0.01%
+1,500
PFG icon
408
Principal Financial Group
PFG
$19.6B
$21.9K ﹤0.01%
264
KEYS icon
409
Keysight
KEYS
$34B
$21.5K ﹤0.01%
123
NET icon
410
Cloudflare
NET
$67.1B
$21.5K ﹤0.01%
100
XLY icon
411
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$24.2B
$20.8K ﹤0.01%
87
GPC icon
412
Genuine Parts
GPC
$17.8B
$20.8K ﹤0.01%
+150
RBLX icon
413
Roblox
RBLX
$60.3B
$20.8K ﹤0.01%
150
BSX icon
414
Boston Scientific
BSX
$140B
$20.4K ﹤0.01%
209
FHLC icon
415
Fidelity MSCI Health Care Index ETF
FHLC
$2.81B
$20.1K ﹤0.01%
300
VCSH icon
416
Vanguard Short-Term Corporate Bond ETF
VCSH
$40B
$20K ﹤0.01%
250
VRTX icon
417
Vertex Pharmaceuticals
VRTX
$114B
$19.6K ﹤0.01%
50
ROST icon
418
Ross Stores
ROST
$59.1B
$19.2K ﹤0.01%
126
KBH icon
419
KB Home
KBH
$4.08B
$19.1K ﹤0.01%
300
RUN icon
420
Sunrun
RUN
$3.96B
$19.1K ﹤0.01%
1,104
VLO icon
421
Valero Energy
VLO
$49.7B
$19.1K ﹤0.01%
112
HPQ icon
422
HP
HPQ
$22.4B
$18.9K ﹤0.01%
695
AEE icon
423
Ameren
AEE
$26.7B
$18.9K ﹤0.01%
181
STX icon
424
Seagate
STX
$60.5B
$18.9K ﹤0.01%
80
RMAX icon
425
RE/MAX Holdings
RMAX
$159M
$18.9K ﹤0.01%
2,000