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

Top Sells

1 +$36.2M
2 +$1M
3 +$328K
4
MRK icon
Merck
MRK
+$299K
5
LHX icon
L3Harris
LHX
+$219K

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
GDX icon
451
VanEck Gold Miners ETF
GDX
$22.1B
$11.9K ﹤0.01%
229
VRSK icon
452
Verisk Analytics
VRSK
$30.3B
$11.8K ﹤0.01%
38
LEN icon
453
Lennar Class A
LEN
$30.9B
$11.6K ﹤0.01%
105
C icon
454
Citigroup
C
$180B
$11.6K ﹤0.01%
136
+93
STX icon
455
Seagate
STX
$56.1B
$11.5K ﹤0.01%
80
CHI
456
Calamos Convertible Opportunities and Income Fund
CHI
$829M
$11.5K ﹤0.01%
1,094
LPLA icon
457
LPL Financial
LPLA
$29.7B
$11.3K ﹤0.01%
30
VCIT icon
458
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$57.4B
$11.2K ﹤0.01%
+135
NGVT icon
459
Ingevity
NGVT
$1.78B
$10.6K ﹤0.01%
246
TEL icon
460
TE Connectivity
TEL
$69.8B
$9.95K ﹤0.01%
59
HSBC icon
461
HSBC
HSBC
$251B
$9.91K ﹤0.01%
163
SJM icon
462
J.M. Smucker
SJM
$11.6B
$9.82K ﹤0.01%
100
KD icon
463
Kyndryl
KD
$5.88B
$9.69K ﹤0.01%
231
+16
EA icon
464
Electronic Arts
EA
$50.2B
$9.58K ﹤0.01%
60
ICSH icon
465
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.38B
$9.53K ﹤0.01%
188
ORLY icon
466
O'Reilly Automotive
ORLY
$83B
$9.46K ﹤0.01%
105
BBJP icon
467
JPMorgan BetaBuilders Japan ETF
BBJP
$14.7B
$9.39K ﹤0.01%
+152
ALV icon
468
Autoliv
ALV
$9.17B
$9.18K ﹤0.01%
82
CART icon
469
Maplebear
CART
$10.8B
$9.05K ﹤0.01%
200
RUN icon
470
Sunrun
RUN
$4.38B
$9.03K ﹤0.01%
1,104
ESML icon
471
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$1.98B
$9.01K ﹤0.01%
218
FLRN icon
472
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.69B
$9K ﹤0.01%
292
SPIB icon
473
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.8B
$8.7K ﹤0.01%
259
BBVA icon
474
Banco Bilbao Vizcaya Argentaria
BBVA
$122B
$8.67K ﹤0.01%
564
EFAV icon
475
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.48B
$8.66K ﹤0.01%
103