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CFFP

Center for Financial Planning Portfolio holdings

AUM $958M
1-Year Est. Return 15.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$958M
AUM Growth
-$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1
+$75.6M
2
+$2.28M
3
+$1.79M
4
MSFT icon
Microsoft
MSFT
+$1.08M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$818K

Top Sells

1
+$62.1M
2
+$444K
3
+$343K
4
MDT icon
Medtronic
MDT
+$336K
5
USB icon
US Bancorp
USB
+$309K

Sector Composition

1 Financials 3.97%
2 Technology 3.67%
3 Healthcare 2.38%
4 Consumer Discretionary 1.47%
5 Industrials 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVGO icon
26
Broadcom
AVGO
$1.83T
$3.02M 0.32%
9,752
+321
MCK icon
27
McKesson
MCK
$93.3B
$2.84M 0.3%
3,277
VGT icon
28
Vanguard Information Technology ETF
VGT
$140B
$2.83M 0.3%
32,480
-72
SPY icon
29
State Street SPDR S&P 500 ETF Trust
SPY
$768B
$2.83M 0.3%
4,352
-111
RJF icon
30
Raymond James Financial
RJF
$29.1B
$2.77M 0.29%
19,124
-157
PG icon
31
Procter & Gamble
PG
$343B
$2.66M 0.28%
18,434
-1,051
XOM icon
32
Exxon Mobil
XOM
$617B
$2.65M 0.28%
15,596
-85
CVX icon
33
Chevron
CVX
$372B
$2.55M 0.27%
12,308
-54
VTI icon
34
Vanguard Total Stock Market ETF
VTI
$644B
$2.54M 0.27%
7,931
-34
BUFR icon
35
FT Vest Fund of Buffer ETFs
BUFR
$9.54B
$2.5M 0.26%
74,114
-3,228
FSIG icon
36
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.55B
$2.5M 0.26%
131,770
-23,206
MSI icon
37
Motorola Solutions
MSI
$68B
$2.23M 0.23%
5,136
+139
VTV icon
38
Vanguard Value ETF
VTV
$180B
$2.23M 0.23%
11,342
-145
PEP icon
39
PepsiCo
PEP
$196B
$2.07M 0.22%
13,329
EAGG icon
40
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.8B
$2.07M 0.22%
43,460
-1,835
TMO icon
41
Thermo Fisher Scientific
TMO
$180B
$1.95M 0.2%
3,967
AXP icon
42
American Express
AXP
$217B
$1.94M 0.2%
6,414
-200
NVDA icon
43
NVIDIA
NVDA
$4.98T
$1.88M 0.2%
10,792
+1,978
CL icon
44
Colgate-Palmolive
CL
$70.7B
$1.83M 0.19%
21,512
ABT icon
45
Abbott
ABT
$160B
$1.81M 0.19%
17,660
KO icon
46
Coca-Cola
KO
$348B
$1.78M 0.19%
23,419
+152
CRM icon
47
Salesforce
CRM
$145B
$1.77M 0.18%
9,470
+1,704
VV icon
48
Vanguard Large-Cap ETF
VV
$51.7B
$1.73M 0.18%
5,776
+2
SYK icon
49
Stryker
SYK
$119B
$1.67M 0.17%
5,070
+127
MCD icon
50
McDonald's
MCD
$200B
$1.65M 0.17%
5,300
-77
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