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

Top Sells

1 +$34.4M
2 +$997K
3 +$305K
4
MRK icon
Merck
MRK
+$300K
5
LHX icon
L3Harris
LHX
+$201K

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
451
$11.9K ﹤0.01%
229
452
$11.8K ﹤0.01%
38
453
$11.6K ﹤0.01%
105
454
$11.6K ﹤0.01%
136
+93
455
$11.5K ﹤0.01%
80
456
$11.5K ﹤0.01%
1,094
457
$11.3K ﹤0.01%
30
458
$11.2K ﹤0.01%
+135
459
$10.6K ﹤0.01%
246
460
$9.95K ﹤0.01%
59
461
$9.91K ﹤0.01%
163
462
$9.82K ﹤0.01%
100
463
$9.69K ﹤0.01%
231
+16
464
$9.58K ﹤0.01%
60
465
$9.53K ﹤0.01%
188
466
$9.46K ﹤0.01%
105
467
$9.39K ﹤0.01%
+152
468
$9.18K ﹤0.01%
82
469
$9.05K ﹤0.01%
200
470
$9.03K ﹤0.01%
1,104
471
$9.01K ﹤0.01%
218
472
$9K ﹤0.01%
292
473
$8.7K ﹤0.01%
259
474
$8.67K ﹤0.01%
564
475
$8.66K ﹤0.01%
103