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CFFP

Center for Financial Planning Portfolio holdings

AUM $958M
1-Year Est. Return 15.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$958M
AUM Growth
-$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1 +$75.6M
2 +$2.28M
3 +$1.79M
4
MSFT icon
Microsoft
MSFT
+$1.08M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$818K

Top Sells

1 +$62.1M
2 +$444K
3 +$343K
4
MDT icon
Medtronic
MDT
+$336K
5
USB icon
US Bancorp
USB
+$309K

Sector Composition

1 Financials 3.97%
2 Technology 3.67%
3 Healthcare 2.38%
4 Consumer Discretionary 1.47%
5 Industrials 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MGY icon
426
Magnolia Oil & Gas
MGY
$5.05B
$17.9K ﹤0.01%
566
NGVT icon
427
Ingevity
NGVT
$2.4B
$17.5K ﹤0.01%
246
ZS icon
428
Zscaler
ZS
$20.3B
$17.4K ﹤0.01%
124
SHW icon
429
Sherwin-Williams
SHW
$76.6B
$17.3K ﹤0.01%
54
IWS icon
430
iShares Russell Mid-Cap Value ETF
IWS
$15.3B
$16.9K ﹤0.01%
116
-95
IRT icon
431
Independence Realty Trust
IRT
$3.99B
$16.9K ﹤0.01%
1,134
PSKY
432
Paramount Skydance Corp
PSKY
$11.5B
$16.7K ﹤0.01%
1,856
AXGN icon
433
Axogen
AXGN
$2.28B
$16.6K ﹤0.01%
500
LOB icon
434
Live Oak Bancshares
LOB
$1.79B
$16.5K ﹤0.01%
500
VFH icon
435
Vanguard Financials ETF
VFH
$12.5B
$16.4K ﹤0.01%
136
AIZ icon
436
Assurant
AIZ
$12.4B
$16.3K ﹤0.01%
75
HPQ icon
437
HP
HPQ
$22.8B
$16.3K ﹤0.01%
850
GILD icon
438
Gilead Sciences
GILD
$156B
$16K ﹤0.01%
115
ICSH icon
439
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.58B
$15.8K ﹤0.01%
313
+125
HGTY icon
440
Hagerty
HGTY
$1.08B
$15.8K ﹤0.01%
1,503
+1,500
MNST icon
441
Monster Beverage
MNST
$88.2B
$15.7K ﹤0.01%
216
MELI icon
442
Mercado Libre
MELI
$83.2B
$15.6K ﹤0.01%
+9
KBH icon
443
KB Home
KBH
$3.35B
$15.5K ﹤0.01%
300
C icon
444
Citigroup
C
$230B
$15.4K ﹤0.01%
136
DY icon
445
Dycom Industries
DY
$13.6B
$15.2K ﹤0.01%
+45
AME icon
446
Ametek
AME
$52.7B
$15.2K ﹤0.01%
71
GDLC
447
Grayscale CoinDesk Crypto 5 ETF
GDLC
$341M
$15K ﹤0.01%
+480
RUN icon
448
Sunrun
RUN
$3.01B
$15K ﹤0.01%
1,104
UWMC icon
449
UWM Holdings
UWMC
$841M
$14.8K ﹤0.01%
4,077
SOFI icon
450
SoFi Technologies
SOFI
$21.1B
$14.7K ﹤0.01%
925