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
$936M
AUM Growth
+$63.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$2.07M
3
+$1.91M
4
AAPL icon
Apple
AAPL
+$1.04M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$632K

Top Sells

1
+$2.23M
2
+$710K
3
+$638K
4
QMAR icon
FT Vest Growth-100 Buffer ETF March
QMAR
+$589K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$181K

Sector Composition

1 Financials 4.32%
2 Technology 4.08%
3 Healthcare 2.39%
4 Consumer Discretionary 1.57%
5 Industrials 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PG icon
26
Procter & Gamble
PG
$338B
$2.99M 0.32%
19,444
+750
VGT icon
27
Vanguard Information Technology ETF
VGT
$112B
$2.92M 0.31%
3,909
JNJ icon
28
Johnson & Johnson
JNJ
$502B
$2.91M 0.31%
15,703
+1,001
VSS icon
29
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.49B
$2.77M 0.3%
19,434
+4,435
NEE icon
30
NextEra Energy
NEE
$168B
$2.72M 0.29%
36,021
+1,093
BUFR icon
31
FT Vest Fund of Buffer ETFs
BUFR
$8.19B
$2.58M 0.28%
77,342
+4,610
MCK icon
32
McKesson
MCK
$102B
$2.53M 0.27%
3,277
VTI icon
33
Vanguard Total Stock Market ETF
VTI
$567B
$2.52M 0.27%
7,678
+96
ABT icon
34
Abbott
ABT
$217B
$2.37M 0.25%
17,660
+647
MSI icon
35
Motorola Solutions
MSI
$62B
$2.23M 0.24%
4,868
-329
AXP icon
36
American Express
AXP
$259B
$2.2M 0.23%
6,614
-50
VTV icon
37
Vanguard Value ETF
VTV
$157B
$2.14M 0.23%
11,487
+280
EAGG icon
38
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.32B
$2.11M 0.23%
44,005
-3,394
HD icon
39
Home Depot
HD
$345B
$2.02M 0.22%
4,989
+134
CVX icon
40
Chevron
CVX
$295B
$1.95M 0.21%
12,535
-107
TMO icon
41
Thermo Fisher Scientific
TMO
$213B
$1.92M 0.21%
3,967
PEP icon
42
PepsiCo
PEP
$203B
$1.89M 0.2%
13,429
+1,226
SYK icon
43
Stryker
SYK
$136B
$1.87M 0.2%
5,050
VV icon
44
Vanguard Large-Cap ETF
VV
$47.1B
$1.78M 0.19%
5,769
+28
CRM icon
45
Salesforce
CRM
$242B
$1.74M 0.19%
7,362
XOM icon
46
Exxon Mobil
XOM
$493B
$1.74M 0.19%
15,465
+1,027
CL icon
47
Colgate-Palmolive
CL
$63.2B
$1.73M 0.18%
21,612
NVDA icon
48
NVIDIA
NVDA
$4.39T
$1.63M 0.17%
8,710
+281
ETN icon
49
Eaton
ETN
$123B
$1.62M 0.17%
4,315
+200
MCD icon
50
McDonald's
MCD
$227B
$1.6M 0.17%
5,270
+302
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