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
$411M
AUM Growth
+$4.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$1.45M
3
+$1.02M
4
JNJ icon
Johnson & Johnson
JNJ
+$236K
5
RBLX icon
Roblox
RBLX
+$223K

Top Sells

1
+$4.71M
2
+$1.02M
3
+$629K
4
MSI icon
Motorola Solutions
MSI
+$281K
5
HSIC icon
Henry Schein
HSIC
+$253K

Sector Composition

1 Financials 5.75%
2 Technology 4.57%
3 Healthcare 3.87%
4 Consumer Staples 2.2%
5 Industrials 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$6K ﹤0.01%
100
402
$6K ﹤0.01%
100
403
$6K ﹤0.01%
58
+22
404
$6K ﹤0.01%
50
-38
405
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41
406
$6K ﹤0.01%
100
407
$6K ﹤0.01%
10
408
$5K ﹤0.01%
15
409
$5K ﹤0.01%
118
410
$5K ﹤0.01%
85
411
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100
412
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413
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414
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415
$5K ﹤0.01%
36
416
$4K ﹤0.01%
29
417
$4K ﹤0.01%
315
418
$4K ﹤0.01%
500
419
$4K ﹤0.01%
104
420
$4K ﹤0.01%
2,848
-38
421
$4K ﹤0.01%
80
422
$4K ﹤0.01%
163
-189
423
$4K ﹤0.01%
+700
424
$4K ﹤0.01%
64
425
$4K ﹤0.01%
100
15 16
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