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
$961M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
743
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$3.2M
3
+$2.16M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.28M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$790K

Top Sells

1
+$727K
2
+$458K
3
+$353K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$345K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$185K

Sector Composition

1 Financials 4.3%
2 Technology 3.92%
3 Healthcare 2.45%
4 Consumer Discretionary 1.52%
5 Industrials 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VGT icon
26
Vanguard Information Technology ETF
VGT
$111B
$3.07M 0.32%
4,069
+160
SPY icon
27
State Street SPDR S&P 500 ETF Trust
SPY
$680B
$3.04M 0.32%
4,463
-511
FSIG icon
28
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.5B
$2.97M 0.31%
154,976
-9,090
NEE icon
29
NextEra Energy
NEE
$191B
$2.85M 0.3%
35,549
-472
PG icon
30
Procter & Gamble
PG
$364B
$2.79M 0.29%
19,485
+41
MCK icon
31
McKesson
MCK
$114B
$2.69M 0.28%
3,277
VTI icon
32
Vanguard Total Stock Market ETF
VTI
$579B
$2.67M 0.28%
7,965
+287
BUFR icon
33
FT Vest Fund of Buffer ETFs
BUFR
$8.64B
$2.65M 0.28%
77,342
AXP icon
34
American Express
AXP
$209B
$2.45M 0.25%
6,614
TMO icon
35
Thermo Fisher Scientific
TMO
$186B
$2.3M 0.24%
3,967
ABT icon
36
Abbott
ABT
$193B
$2.21M 0.23%
17,660
VTV icon
37
Vanguard Value ETF
VTV
$168B
$2.19M 0.23%
11,487
EAGG icon
38
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.61B
$2.17M 0.23%
45,295
+1,290
CRM icon
39
Salesforce
CRM
$180B
$2.06M 0.21%
7,766
+404
MSI icon
40
Motorola Solutions
MSI
$76.9B
$1.92M 0.2%
4,997
+129
PEP icon
41
PepsiCo
PEP
$222B
$1.91M 0.2%
13,329
-100
XOM icon
42
Exxon Mobil
XOM
$619B
$1.89M 0.2%
15,681
+216
CVX icon
43
Chevron
CVX
$370B
$1.88M 0.2%
12,362
-173
VV icon
44
Vanguard Large-Cap ETF
VV
$47.1B
$1.82M 0.19%
5,774
+5
GOOGL icon
45
Alphabet (Google) Class A
GOOGL
$3.72T
$1.77M 0.18%
5,661
-647
SYK icon
46
Stryker
SYK
$139B
$1.74M 0.18%
4,943
-107
HD icon
47
Home Depot
HD
$357B
$1.71M 0.18%
4,960
-29
CL icon
48
Colgate-Palmolive
CL
$74.7B
$1.7M 0.18%
21,512
-100
NVDA icon
49
NVIDIA
NVDA
$4.49T
$1.64M 0.17%
8,814
+104
MCD icon
50
McDonald's
MCD
$233B
$1.64M 0.17%
5,377
+107
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