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
$872M
AUM Growth
+$89.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
724
New
Increased
Reduced
Closed

Top Sells

1 +$34.4M
2 +$997K
3 +$305K
4
MRK icon
Merck
MRK
+$300K
5
LHX icon
L3Harris
LHX
+$201K

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
426
$14.9K ﹤0.01%
500
427
$14.8K ﹤0.01%
75
428
$14.6K ﹤0.01%
113
429
$14K ﹤0.01%
200
430
$13.8K ﹤0.01%
579
431
$13.8K ﹤0.01%
1,000
432
$13.5K ﹤0.01%
216
433
$13.5K ﹤0.01%
207
-305
434
$13.5K ﹤0.01%
500
435
$13.3K ﹤0.01%
510
436
$13.1K ﹤0.01%
283
437
$13K ﹤0.01%
175
438
$13K ﹤0.01%
1,324
439
$12.8K ﹤0.01%
71
440
$12.8K ﹤0.01%
115
441
$12.7K ﹤0.01%
566
442
$12.7K ﹤0.01%
5,390
443
$12.5K ﹤0.01%
371
444
$12.3K ﹤0.01%
110
445
$12.3K ﹤0.01%
200
446
$12.3K ﹤0.01%
112
447
$12.2K ﹤0.01%
76
448
$12.1K ﹤0.01%
149
449
$12K ﹤0.01%
45
450
$12K ﹤0.01%
131