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
$411M
AUM Growth
+$4.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$1.45M
3
+$1.02M
4
JNJ icon
Johnson & Johnson
JNJ
+$236K
5
RBLX icon
Roblox
RBLX
+$223K

Top Sells

1
+$4.71M
2
+$1.02M
3
+$629K
4
MSI icon
Motorola Solutions
MSI
+$281K
5
HSIC icon
Henry Schein
HSIC
+$253K

Sector Composition

1 Financials 5.75%
2 Technology 4.57%
3 Healthcare 3.87%
4 Consumer Staples 2.2%
5 Industrials 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$4K ﹤0.01%
52
427
$4K ﹤0.01%
+72
428
$4K ﹤0.01%
17
429
$3K ﹤0.01%
118
430
$3K ﹤0.01%
+550
431
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100
432
$3K ﹤0.01%
+270
433
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32
434
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50
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24
436
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20
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+87
438
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10
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36
441
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92
442
$3K ﹤0.01%
120
443
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12
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51
+1
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50
446
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20
447
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448
$2K ﹤0.01%
34
-50
449
$2K ﹤0.01%
18
450
$2K ﹤0.01%
10
16 17
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19 20