CFFP

Center for Financial Planning Portfolio holdings

AUM $872M
1-Year Est. Return 13.41%
This Quarter Est. Return
1 Year Est. Return
+13.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$783M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1 +$34.4M
2 +$2.37M
3 +$2.13M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.91M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.53M

Top Sells

1 +$2.32M
2 +$568K
3 +$422K
4
RJF icon
Raymond James Financial
RJF
+$358K
5
AAPL icon
Apple
AAPL
+$300K

Sector Composition

1 Financials 4.97%
2 Technology 3.55%
3 Healthcare 2.66%
4 Consumer Staples 1.62%
5 Consumer Discretionary 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LQD icon
451
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.4B
$12.2K ﹤0.01%
+112
LEN icon
452
Lennar Class A
LEN
$32.5B
$12.1K ﹤0.01%
105
-3
SCI icon
453
Service Corp International
SCI
$11.5B
$11.9K ﹤0.01%
149
TRV icon
454
Travelers Companies
TRV
$60.2B
$11.9K ﹤0.01%
45
SMH icon
455
VanEck Semiconductor ETF
SMH
$35.7B
$11.8K ﹤0.01%
56
SJM icon
456
J.M. Smucker
SJM
$10.9B
$11.8K ﹤0.01%
100
NVO icon
457
Novo Nordisk
NVO
$235B
$11.8K ﹤0.01%
170
-123
IBN icon
458
ICICI Bank
IBN
$112B
$11.7K ﹤0.01%
371
HGTY icon
459
Hagerty
HGTY
$1.1B
$11.6K ﹤0.01%
1,278
BE icon
460
Bloom Energy
BE
$25.8B
$11.4K ﹤0.01%
579
SLB icon
461
SLB Ltd
SLB
$53.5B
$11.4K ﹤0.01%
272
-1,000
VRSK icon
462
Verisk Analytics
VRSK
$32.8B
$11.3K ﹤0.01%
38
NET icon
463
Cloudflare
NET
$75.9B
$11.3K ﹤0.01%
100
EFG icon
464
iShares MSCI EAFE Growth ETF
EFG
$11.6B
$11K ﹤0.01%
110
SUP
465
DELISTED
Superior Industries International
SUP
$10.7K ﹤0.01%
5,000
GDX icon
466
VanEck Gold Miners ETF
GDX
$21.1B
$10.5K ﹤0.01%
229
CHI
467
Calamos Convertible Opportunities and Income Fund
CHI
$867M
$10.5K ﹤0.01%
+1,094
ACHR icon
468
Archer Aviation
ACHR
$7.31B
$10.5K ﹤0.01%
1,470
PDD icon
469
Pinduoduo
PDD
$190B
$10.3K ﹤0.01%
+87
CHRW icon
470
C.H. Robinson
CHRW
$14.9B
$10.2K ﹤0.01%
100
-50
ORLY icon
471
O'Reilly Automotive
ORLY
$82.4B
$10K ﹤0.01%
105
KF
472
Korea Fund
KF
$143M
$9.98K ﹤0.01%
500
LPLA icon
473
LPL Financial
LPLA
$27.2B
$9.85K ﹤0.01%
30
NGVT icon
474
Ingevity
NGVT
$2.08B
$9.74K ﹤0.01%
246
ICSH icon
475
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.39B
$9.53K ﹤0.01%
188