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
$783M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$2.37M
3
+$2.13M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.91M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.53M

Top Sells

1
+$2.32M
2
+$568K
3
+$422K
4
RJF icon
Raymond James Financial
RJF
+$358K
5
AAPL icon
Apple
AAPL
+$300K

Sector Composition

1 Financials 4.97%
2 Technology 3.55%
3 Healthcare 2.66%
4 Consumer Staples 1.62%
5 Consumer Discretionary 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NEE icon
26
NextEra Energy
NEE
$174B
$2.48M 0.32%
34,995
+870
JNJ icon
27
Johnson & Johnson
JNJ
$459B
$2.44M 0.31%
14,710
+107
MSI icon
28
Motorola Solutions
MSI
$73.1B
$2.26M 0.29%
5,156
+101
ABT icon
29
Abbott
ABT
$221B
$2.26M 0.29%
17,013
EAGG icon
30
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.21B
$2.21M 0.28%
46,578
+2,150
MCK icon
31
McKesson
MCK
$99.7B
$2.19M 0.28%
3,248
CVX icon
32
Chevron
CVX
$313B
$2.15M 0.27%
12,854
-100
BUFR icon
33
FT Vest Fund of Buffer ETFs
BUFR
$7.6B
$2.13M 0.27%
+71,880
VGT icon
34
Vanguard Information Technology ETF
VGT
$112B
$2.12M 0.27%
3,909
-56
VTI icon
35
Vanguard Total Stock Market ETF
VTI
$553B
$2.09M 0.27%
7,619
+206
CL icon
36
Colgate-Palmolive
CL
$63B
$2.03M 0.26%
21,612
TMO icon
37
Thermo Fisher Scientific
TMO
$216B
$1.98M 0.25%
3,981
+350
CRM icon
38
Salesforce
CRM
$243B
$1.98M 0.25%
7,362
+12
VTV icon
39
Vanguard Value ETF
VTV
$149B
$1.94M 0.25%
11,215
+1,299
SYK icon
40
Stryker
SYK
$146B
$1.88M 0.24%
5,050
+63
PEP icon
41
PepsiCo
PEP
$207B
$1.83M 0.23%
12,203
-252
AXP icon
42
American Express
AXP
$246B
$1.79M 0.23%
6,664
-96
HD icon
43
Home Depot
HD
$385B
$1.77M 0.23%
4,832
+179
XOM icon
44
Exxon Mobil
XOM
$492B
$1.74M 0.22%
14,638
KO icon
45
Coca-Cola
KO
$300B
$1.62M 0.21%
22,687
-200
MCD icon
46
McDonald's
MCD
$218B
$1.59M 0.2%
5,092
-72
AVGO icon
47
Broadcom
AVGO
$1.67T
$1.52M 0.19%
9,085
+502
IJR icon
48
iShares Core S&P Small-Cap ETF
IJR
$87.3B
$1.49M 0.19%
14,240
+2,501
VV icon
49
Vanguard Large-Cap ETF
VV
$46.9B
$1.48M 0.19%
5,741
+3
MRK icon
50
Merck
MRK
$219B
$1.39M 0.18%
15,448
+643
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