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
$406M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$568K
3
+$482K
4
RBLX icon
Roblox
RBLX
+$290K
5
ROP icon
Roper Technologies
ROP
+$279K

Top Sells

1
+$1.99M
2
+$677K
3
+$659K
4
KSU
Kansas City Southern
KSU
+$289K
5
ACN icon
Accenture
ACN
+$240K

Sector Composition

1 Financials 6.02%
2 Technology 4.57%
3 Healthcare 3.89%
4 Industrials 2.54%
5 Consumer Staples 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$2K ﹤0.01%
21
452
$2K ﹤0.01%
50
453
$2K ﹤0.01%
+28
454
$2K ﹤0.01%
+28
455
$2K ﹤0.01%
10
456
$2K ﹤0.01%
18
-60
457
$2K ﹤0.01%
10
458
$2K ﹤0.01%
20
459
$2K ﹤0.01%
10
460
$2K ﹤0.01%
97
461
$2K ﹤0.01%
200
462
$2K ﹤0.01%
+19
463
$2K ﹤0.01%
160
464
$2K ﹤0.01%
10
465
$2K ﹤0.01%
100
466
$2K ﹤0.01%
20
467
$2K ﹤0.01%
48
468
$2K ﹤0.01%
175
469
$2K ﹤0.01%
+190
470
$2K ﹤0.01%
+152
471
$1K ﹤0.01%
+380
472
$1K ﹤0.01%
20
473
$1K ﹤0.01%
27
474
$1K ﹤0.01%
32
475
$1K ﹤0.01%
36
17 18
19
20 21