CFFP

Center for Financial Planning Portfolio holdings

AUM $961M
1-Year Est. Return 15.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$961M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
743
New
Increased
Reduced
Closed

Sector Composition

1 Financials 4.3%
2 Technology 3.92%
3 Healthcare 2.45%
4 Consumer Discretionary 1.52%
5 Industrials 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AEE icon
426
Ameren
AEE
$30.5B
$18.1K ﹤0.01%
181
AIZ icon
427
Assurant
AIZ
$10.9B
$18.1K ﹤0.01%
75
TXN icon
428
Texas Instruments
TXN
$180B
$18K ﹤0.01%
104
+10
UWMC icon
429
UWM Holdings
UWMC
$1.19B
$17.9K ﹤0.01%
+4,077
CZWI icon
430
Citizens Community Bancorp
CZWI
$176M
$17.8K ﹤0.01%
1,000
XLV icon
431
State Street Health Care Select Sector SPDR ETF
XLV
$40.7B
$17.8K ﹤0.01%
115
SHW icon
432
Sherwin-Williams
SHW
$81.8B
$17.5K ﹤0.01%
54
NBIS
433
Nebius Group N.V.
NBIS
$24.4B
$17.2K ﹤0.01%
+206
MPWR icon
434
Monolithic Power Systems
MPWR
$51.9B
$17.2K ﹤0.01%
+19
LOB icon
435
Live Oak Bancshares
LOB
$1.54B
$17.2K ﹤0.01%
500
KBH icon
436
KB Home
KBH
$3.53B
$16.9K ﹤0.01%
300
MNST icon
437
Monster Beverage
MNST
$75B
$16.6K ﹤0.01%
216
KMI icon
438
Kinder Morgan
KMI
$73.3B
$16.5K ﹤0.01%
600
AXGN icon
439
Axogen
AXGN
$1.59B
$16.4K ﹤0.01%
500
CCJ icon
440
Cameco
CCJ
$52.3B
$16K ﹤0.01%
175
C icon
441
Citigroup
C
$191B
$15.9K ﹤0.01%
136
-12
CCLD icon
442
CareCloud
CCLD
$114M
$15.7K ﹤0.01%
5,390
RMAX icon
443
RE/MAX Holdings
RMAX
$117M
$15.2K ﹤0.01%
2,000
FBIN icon
444
Fortune Brands Innovations
FBIN
$5.43B
$15K ﹤0.01%
300
AME icon
445
Ametek
AME
$51.8B
$14.6K ﹤0.01%
71
NGVT icon
446
Ingevity
NGVT
$2.31B
$14.6K ﹤0.01%
246
STWD icon
447
Starwood Property Trust
STWD
$6.61B
$14.5K ﹤0.01%
805
KMB icon
448
Kimberly-Clark
KMB
$33.8B
$14.4K ﹤0.01%
143
+30
GILD icon
449
Gilead Sciences
GILD
$184B
$14.1K ﹤0.01%
115
PHO icon
450
Invesco Water Resources ETF
PHO
$2.03B
$14.1K ﹤0.01%
200