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
$872M
AUM Growth
+$89.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
724
New
Increased
Reduced
Closed

Top Sells

1 +$36.2M
2 +$1M
3 +$328K
4
MRK icon
Merck
MRK
+$299K
5
LHX icon
L3Harris
LHX
+$219K

Sector Composition

1 Financials 4.47%
2 Technology 3.87%
3 Healthcare 2.3%
4 Consumer Discretionary 1.53%
5 Industrials 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
KMI icon
401
Kinder Morgan
KMI
$59.8B
$17.6K ﹤0.01%
600
AEE icon
402
Ameren
AEE
$28.3B
$17.4K ﹤0.01%
+181
VFH icon
403
Vanguard Financials ETF
VFH
$12.6B
$17.3K ﹤0.01%
136
NKE icon
404
Nike
NKE
$97.6B
$17.1K ﹤0.01%
240
HPQ icon
405
HP
HPQ
$23.3B
$17K ﹤0.01%
695
NFG icon
406
National Fuel Gas
NFG
$7.3B
$16.9K ﹤0.01%
200
GLW icon
407
Corning
GLW
$70.6B
$16.8K ﹤0.01%
320
JOBY icon
408
Joby Aviation
JOBY
$13.1B
$16.7K ﹤0.01%
1,582
ESGE icon
409
iShares ESG Aware MSCI EM ETF
ESGE
$5.61B
$16.6K ﹤0.01%
424
JEQ
410
DELISTED
abrdn Japan Equity Fund
JEQ
$16.6K ﹤0.01%
2,196
RMAX icon
411
RE/MAX Holdings
RMAX
$151M
$16.4K ﹤0.01%
2,000
STWD icon
412
Starwood Property Trust
STWD
$6.6B
$16.2K ﹤0.01%
805
-352
ROST icon
413
Ross Stores
ROST
$52.6B
$16.1K ﹤0.01%
126
ACHR icon
414
Archer Aviation
ACHR
$5.13B
$15.9K ﹤0.01%
1,470
KBH icon
415
KB Home
KBH
$3.9B
$15.9K ﹤0.01%
+300
AHR icon
416
American Healthcare REIT
AHR
$8.53B
$15.9K ﹤0.01%
432
LNG icon
417
Cheniere Energy
LNG
$46.3B
$15.8K ﹤0.01%
65
RBLX icon
418
Roblox
RBLX
$71.8B
$15.8K ﹤0.01%
150
SMH icon
419
VanEck Semiconductor ETF
SMH
$35.1B
$15.6K ﹤0.01%
56
CCI icon
420
Crown Castle
CCI
$39.5B
$15.6K ﹤0.01%
+152
XLV icon
421
Health Care Select Sector SPDR Fund
XLV
$37.4B
$15.5K ﹤0.01%
115
FBIN icon
422
Fortune Brands Innovations
FBIN
$5.77B
$15.4K ﹤0.01%
300
IWS icon
423
iShares Russell Mid-Cap Value ETF
IWS
$14B
$15.3K ﹤0.01%
116
-17
AWAY icon
424
Amplify Travel Tech ETF
AWAY
$39.5M
$15.1K ﹤0.01%
700
VLO icon
425
Valero Energy
VLO
$55.4B
$15.1K ﹤0.01%
112
-32