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
$411M
AUM Growth
+$4.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$1.45M
3
+$1.02M
4
JNJ icon
Johnson & Johnson
JNJ
+$236K
5
RBLX icon
Roblox
RBLX
+$223K

Top Sells

1
+$4.71M
2
+$1.02M
3
+$629K
4
MSI icon
Motorola Solutions
MSI
+$281K
5
HSIC icon
Henry Schein
HSIC
+$253K

Sector Composition

1 Financials 5.75%
2 Technology 4.57%
3 Healthcare 3.87%
4 Consumer Staples 2.2%
5 Industrials 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.59M 0.39%
10,581
27
$1.55M 0.38%
29,440
+1,705
28
$1.54M 0.37%
10,509
-66
29
$1.54M 0.37%
6,915
30
$1.53M 0.37%
11,305
31
$1.46M 0.36%
8,732
32
$1.45M 0.35%
14,321
-862
33
$1.45M 0.35%
+21,926
34
$1.4M 0.34%
27,655
-2,364
35
$1.39M 0.34%
5,287
36
$1.36M 0.33%
12,470
-82
37
$1.29M 0.31%
12,004
+471
38
$1.27M 0.31%
4,783
39
$1.23M 0.3%
23,478
-140
40
$1.15M 0.28%
80,887
+1,096
41
$1.14M 0.28%
5,690
+3
42
$1.12M 0.27%
1,920
-1,750
43
$1.12M 0.27%
35,305
-2,275
44
$1.1M 0.27%
14,560
45
$1.07M 0.26%
14,229
+378
46
$1.05M 0.26%
3,198
+642
47
$1.05M 0.26%
5,351
+143
48
$1.04M 0.25%
5,028
49
$964K 0.23%
5,698
50
$959K 0.23%
3,554
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2
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