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
$936M
AUM Growth
+$63.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1 +$3.46M
2 +$2.07M
3 +$1.91M
4
AAPL icon
Apple
AAPL
+$1.04M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$632K

Sector Composition

1 Financials 4.32%
2 Technology 4.08%
3 Healthcare 2.39%
4 Consumer Discretionary 1.57%
5 Industrials 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPOT icon
451
Spotify
SPOT
$119B
$15.4K ﹤0.01%
22
-15
KF
452
Korea Fund
KF
$143M
$15.3K ﹤0.01%
500
LNG icon
453
Cheniere Energy
LNG
$40.7B
$15.3K ﹤0.01%
65
NIO icon
454
NIO
NIO
$12.7B
$15.1K ﹤0.01%
1,975
C icon
455
Citigroup
C
$199B
$15K ﹤0.01%
148
+12
SONY icon
456
Sony
SONY
$158B
$14.7K ﹤0.01%
510
CCJ icon
457
Cameco
CCJ
$37.9B
$14.7K ﹤0.01%
175
CCI icon
458
Crown Castle
CCI
$38.3B
$14.7K ﹤0.01%
152
MNST icon
459
Monster Beverage
MNST
$73.6B
$14.5K ﹤0.01%
216
PHO icon
460
Invesco Water Resources ETF
PHO
$2.11B
$14.4K ﹤0.01%
200
SPG icon
461
Simon Property Group
SPG
$59.6B
$14.3K ﹤0.01%
76
PSTG icon
462
Pure Storage
PSTG
$23B
$14.2K ﹤0.01%
+170
KMB icon
463
Kimberly-Clark
KMB
$34B
$14.1K ﹤0.01%
113
AVSC icon
464
Avantis US Small Cap Equity ETF
AVSC
$2.11B
$13.7K ﹤0.01%
+240
NGVT icon
465
Ingevity
NGVT
$2.06B
$13.6K ﹤0.01%
246
MGY icon
466
Magnolia Oil & Gas
MGY
$3.96B
$13.5K ﹤0.01%
566
AME icon
467
Ametek
AME
$46.5B
$13.3K ﹤0.01%
71
DNP icon
468
DNP Select Income Fund
DNP
$3.73B
$13.3K ﹤0.01%
1,324
LEN icon
469
Lennar Class A
LEN
$29B
$13.2K ﹤0.01%
105
TEL icon
470
TE Connectivity
TEL
$66.8B
$13K ﹤0.01%
59
GILD icon
471
Gilead Sciences
GILD
$147B
$12.8K ﹤0.01%
115
MBWM icon
472
Mercantile Bank Corp
MBWM
$810M
$12.7K ﹤0.01%
283
TRV icon
473
Travelers Companies
TRV
$64.6B
$12.6K ﹤0.01%
45
EFG icon
474
iShares MSCI EAFE Growth ETF
EFG
$9.27B
$12.5K ﹤0.01%
110
LQD icon
475
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.8B
$12.5K ﹤0.01%
112