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
LOB icon
426
Live Oak Bancshares
LOB
$1.43B
$14.9K ﹤0.01%
500
AIZ icon
427
Assurant
AIZ
$11.4B
$14.8K ﹤0.01%
75
KMB icon
428
Kimberly-Clark
KMB
$34.5B
$14.6K ﹤0.01%
113
PHO icon
429
Invesco Water Resources ETF
PHO
$2.22B
$14K ﹤0.01%
200
BE icon
430
Bloom Energy
BE
$24.5B
$13.8K ﹤0.01%
579
CZWI icon
431
Citizens Community Bancorp
CZWI
$163M
$13.8K ﹤0.01%
1,000
MNST icon
432
Monster Beverage
MNST
$69.4B
$13.5K ﹤0.01%
216
VWOB icon
433
Vanguard Emerging Markets Government Bond ETF
VWOB
$4.87B
$13.5K ﹤0.01%
207
-305
KF
434
Korea Fund
KF
$146M
$13.5K ﹤0.01%
500
SONY icon
435
Sony
SONY
$176B
$13.3K ﹤0.01%
510
MBWM icon
436
Mercantile Bank Corp
MBWM
$740M
$13.1K ﹤0.01%
283
CCJ icon
437
Cameco
CCJ
$37.4B
$13K ﹤0.01%
175
DNP icon
438
DNP Select Income Fund
DNP
$3.77B
$13K ﹤0.01%
1,324
AME icon
439
Ametek
AME
$44.7B
$12.8K ﹤0.01%
71
GILD icon
440
Gilead Sciences
GILD
$155B
$12.8K ﹤0.01%
115
MGY icon
441
Magnolia Oil & Gas
MGY
$4.21B
$12.7K ﹤0.01%
566
CCLD icon
442
CareCloud
CCLD
$133M
$12.7K ﹤0.01%
5,390
IBN icon
443
ICICI Bank
IBN
$111B
$12.5K ﹤0.01%
371
EFG icon
444
iShares MSCI EAFE Growth ETF
EFG
$11.4B
$12.3K ﹤0.01%
110
TTE icon
445
TotalEnergies
TTE
$141B
$12.3K ﹤0.01%
200
LQD icon
446
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$30.7B
$12.3K ﹤0.01%
112
SPG icon
447
Simon Property Group
SPG
$59.7B
$12.2K ﹤0.01%
76
SCI icon
448
Service Corp International
SCI
$11.2B
$12.1K ﹤0.01%
149
TRV icon
449
Travelers Companies
TRV
$64.1B
$12K ﹤0.01%
45
SBUX icon
450
Starbucks
SBUX
$96.4B
$12K ﹤0.01%
131