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
$783M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1 +$34.4M
2 +$2.37M
3 +$2.13M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.91M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.53M

Top Sells

1 +$2.32M
2 +$568K
3 +$422K
4
RJF icon
Raymond James Financial
RJF
+$358K
5
AAPL icon
Apple
AAPL
+$300K

Sector Composition

1 Financials 4.97%
2 Technology 3.55%
3 Healthcare 2.66%
4 Consumer Staples 1.62%
5 Consumer Discretionary 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
USIG icon
401
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$15.3B
$18.3K ﹤0.01%
+359
FBIN icon
402
Fortune Brands Innovations
FBIN
$6.1B
$18.3K ﹤0.01%
300
ITT icon
403
ITT
ITT
$13.8B
$18.2K ﹤0.01%
141
+133
IWV icon
404
iShares Russell 3000 ETF
IWV
$17.4B
$17.8K ﹤0.01%
56
CCL icon
405
Carnival Corp
CCL
$38.6B
$17.7K ﹤0.01%
904
MS icon
406
Morgan Stanley
MS
$261B
$17.5K ﹤0.01%
150
CSGP icon
407
CoStar Group
CSGP
$33B
$17.4K ﹤0.01%
+220
RNR icon
408
RenaissanceRe
RNR
$11.5B
$17.3K ﹤0.01%
+72
GM icon
409
General Motors
GM
$65B
$17.2K ﹤0.01%
366
+280
XLY icon
410
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.4B
$17.2K ﹤0.01%
87
KMI icon
411
Kinder Morgan
KMI
$57.5B
$17.1K ﹤0.01%
+600
TXN icon
412
Texas Instruments
TXN
$154B
$16.9K ﹤0.01%
94
XLV icon
413
Health Care Select Sector SPDR Fund
XLV
$36B
$16.8K ﹤0.01%
115
IWS icon
414
iShares Russell Mid-Cap Value ETF
IWS
$14.2B
$16.8K ﹤0.01%
133
+17
RMAX icon
415
RE/MAX Holdings
RMAX
$177M
$16.7K ﹤0.01%
2,000
VFH icon
416
Vanguard Financials ETF
VFH
$12.8B
$16.2K ﹤0.01%
136
ROST icon
417
Ross Stores
ROST
$51B
$16.1K ﹤0.01%
126
KMB icon
418
Kimberly-Clark
KMB
$39.5B
$16.1K ﹤0.01%
113
ANGL icon
419
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.09B
$15.9K ﹤0.01%
+552
NFG icon
420
National Fuel Gas
NFG
$7.38B
$15.8K ﹤0.01%
200
AIZ icon
421
Assurant
AIZ
$10.7B
$15.7K ﹤0.01%
75
RSP icon
422
Invesco S&P 500 Equal Weight ETF
RSP
$75.2B
$15.4K ﹤0.01%
+89
FRDM icon
423
Freedom 100 Emerging Markets ETF
FRDM
$1.52B
$15.4K ﹤0.01%
438
GS icon
424
Goldman Sachs
GS
$242B
$15.3K ﹤0.01%
28
JNK icon
425
SPDR Bloomberg High Yield Bond ETF
JNK
$8.2B
$15.2K ﹤0.01%
160