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CFFP

Center for Financial Planning Portfolio holdings

AUM $958M
1-Year Est. Return 15.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$958M
AUM Growth
-$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1 +$75.6M
2 +$2.28M
3 +$1.79M
4
MSFT icon
Microsoft
MSFT
+$1.08M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$818K

Top Sells

1 +$62.1M
2 +$444K
3 +$343K
4
MDT icon
Medtronic
MDT
+$336K
5
USB icon
US Bancorp
USB
+$309K

Sector Composition

1 Financials 3.97%
2 Technology 3.67%
3 Healthcare 2.38%
4 Consumer Discretionary 1.47%
5 Industrials 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MBWM icon
451
Mercantile Bank Corp
MBWM
$931M
$14.3K ﹤0.01%
283
SPG icon
452
Simon Property Group
SPG
$68.7B
$14.2K ﹤0.01%
76
LQD icon
453
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.4B
$14.1K ﹤0.01%
129
-54
BLOK icon
454
Amplify Blockchain Technology ETF
BLOK
$1.29B
$14K ﹤0.01%
+281
STWD icon
455
Starwood Property Trust
STWD
$6.36B
$13.9K ﹤0.01%
805
GDRX icon
456
GoodRx Holdings
GDRX
$897M
$13.7K ﹤0.01%
7,000
DNP icon
457
DNP Select Income Fund
DNP
$4.05B
$13.6K ﹤0.01%
1,324
VWOB icon
458
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.06B
$13.6K ﹤0.01%
207
ADMA icon
459
ADMA Biologics
ADMA
$1.88B
$13.5K ﹤0.01%
1,500
HSBC icon
460
HSBC
HSBC
$306B
$13.4K ﹤0.01%
163
PHO icon
461
Invesco Water Resources ETF
PHO
$2.02B
$13.4K ﹤0.01%
200
TRV icon
462
Travelers Companies
TRV
$63.8B
$13.1K ﹤0.01%
45
BSX icon
463
Boston Scientific
BSX
$72.8B
$13.1K ﹤0.01%
209
JOBY icon
464
Joby Aviation
JOBY
$9.12B
$13.1K ﹤0.01%
1,582
CCI icon
465
Crown Castle
CCI
$40.4B
$12.4K ﹤0.01%
152
TEL icon
466
TE Connectivity
TEL
$61.6B
$12.3K ﹤0.01%
59
SCI icon
467
Service Corp International
SCI
$9.92B
$12.3K ﹤0.01%
149
EFG icon
468
iShares MSCI EAFE Growth ETF
EFG
$16.2B
$12.3K ﹤0.01%
110
EA icon
469
Electronic Arts
EA
$50.8B
$12.2K ﹤0.01%
60
SCHO icon
470
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$12.2K ﹤0.01%
501
NIO icon
471
NIO
NIO
$13.2B
$11.9K ﹤0.01%
1,975
LIT icon
472
Global X Lithium & Battery Tech ETF
LIT
$1.98B
$11.8K ﹤0.01%
159
UA icon
473
Under Armour Class C
UA
$2.39B
$11.8K ﹤0.01%
2,040
+40
CHI
474
Calamos Convertible Opportunities and Income Fund
CHI
$1.01B
$11.8K ﹤0.01%
1,094
SBUX icon
475
Starbucks
SBUX
$111B
$11.7K ﹤0.01%
131