CFFP

Center for Financial Planning Portfolio holdings

AUM $872M
1-Year Est. Return 13.41%
This Quarter Est. Return
1 Year Est. Return
+13.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$406M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$574K
3
+$485K
4
RBLX icon
Roblox
RBLX
+$325K
5
ROP icon
Roper Technologies
ROP
+$296K

Top Sells

1
+$1.99M
2
+$702K
3
+$653K
4
KSU
Kansas City Southern
KSU
+$273K
5
ACN icon
Accenture
ACN
+$240K

Sector Composition

1 Financials 6.02%
2 Technology 4.57%
3 Healthcare 3.89%
4 Industrials 2.54%
5 Consumer Staples 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.66M 0.41%
6,778
27
$1.64M 0.4%
4,118
28
$1.59M 0.39%
15,183
-190
29
$1.57M 0.39%
10,581
30
$1.55M 0.38%
11,305
31
$1.55M 0.38%
30,019
-2,834
32
$1.54M 0.38%
6,915
33
$1.49M 0.37%
27,735
+150
34
$1.44M 0.36%
8,732
35
$1.42M 0.35%
12,552
+243
36
$1.37M 0.34%
5,287
37
$1.3M 0.32%
11,533
38
$1.29M 0.32%
4,783
39
$1.28M 0.31%
23,618
+200
40
$1.21M 0.3%
37,580
-1,995
41
$1.19M 0.29%
79,791
-660
42
$1.18M 0.29%
14,560
-138
43
$1.15M 0.28%
5,208
+5
44
$1.14M 0.28%
5,687
+3
45
$1.12M 0.28%
5,028
46
$1.1M 0.27%
14,090
-652
47
$1.05M 0.26%
13,851
+235
48
$1M 0.25%
5,698
+1,119
49
$972K 0.24%
5,863
-43
50
$939K 0.23%
16,760
+451
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