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
SHW icon
426
Sherwin-Williams
SHW
$81.3B
$18.7K ﹤0.01%
54
VWOB icon
427
Vanguard Emerging Markets Government Bond ETF
VWOB
$5.37B
$18.6K ﹤0.01%
278
+71
IRT icon
428
Independence Realty Trust
IRT
$4.11B
$18.6K ﹤0.01%
1,134
NFG icon
429
National Fuel Gas
NFG
$7.44B
$18.5K ﹤0.01%
200
SDVY icon
430
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$9.51B
$18.3K ﹤0.01%
+482
SMH icon
431
VanEck Semiconductor ETF
SMH
$34.8B
$18.3K ﹤0.01%
56
FLQM icon
432
Franklin US Mid Cap Multifactor Index ETF
FLQM
$1.77B
$18.2K ﹤0.01%
+322
AHR icon
433
American Healthcare REIT
AHR
$8.49B
$18.1K ﹤0.01%
432
IWP icon
434
iShares Russell Mid-Cap Growth ETF
IWP
$20B
$18.1K ﹤0.01%
+127
VFH icon
435
Vanguard Financials ETF
VFH
$13.3B
$17.8K ﹤0.01%
136
LOB icon
436
Live Oak Bancshares
LOB
$1.65B
$17.6K ﹤0.01%
500
GDX icon
437
VanEck Gold Miners ETF
GDX
$25.4B
$17.5K ﹤0.01%
229
CCLD icon
438
CareCloud
CCLD
$136M
$17.3K ﹤0.01%
5,390
TXN icon
439
Texas Instruments
TXN
$159B
$17.3K ﹤0.01%
94
KMI icon
440
Kinder Morgan
KMI
$59.3B
$17K ﹤0.01%
600
GDRX icon
441
GoodRx Holdings
GDRX
$944M
$16.9K ﹤0.01%
+4,000
NKE icon
442
Nike
NKE
$97.1B
$16.7K ﹤0.01%
240
METC icon
443
Ramaco Resources Class A
METC
$923M
$16.5K ﹤0.01%
497
AIZ icon
444
Assurant
AIZ
$11.9B
$16.2K ﹤0.01%
75
CZWI icon
445
Citizens Community Bancorp
CZWI
$178M
$16.1K ﹤0.01%
1,000
FBIN icon
446
Fortune Brands Innovations
FBIN
$6.22B
$16K ﹤0.01%
300
XLV icon
447
State Street Health Care Select Sector SPDR ETF
XLV
$40.4B
$16K ﹤0.01%
115
OPEN icon
448
Opendoor
OPEN
$5.84B
$15.9K ﹤0.01%
2,067
DVY icon
449
iShares Select Dividend ETF
DVY
$20.9B
$15.8K ﹤0.01%
111
+50
STWD icon
450
Starwood Property Trust
STWD
$6.85B
$15.6K ﹤0.01%
805