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CFFP

Center for Financial Planning Portfolio holdings

AUM $958M
1-Year Est. Return 15.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$958M
AUM Growth
-$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1
+$75.6M
2
+$2.28M
3
+$1.79M
4
MSFT icon
Microsoft
MSFT
+$1.08M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$818K

Top Sells

1
+$62.1M
2
+$444K
3
+$343K
4
MDT icon
Medtronic
MDT
+$336K
5
USB icon
US Bancorp
USB
+$309K

Sector Composition

1 Financials 3.97%
2 Technology 3.67%
3 Healthcare 2.38%
4 Consumer Discretionary 1.47%
5 Industrials 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FBIN icon
476
Fortune Brands Innovations
FBIN
$4.93B
$11.7K ﹤0.01%
300
XLC icon
477
State Street Communication Services Select Sector SPDR ETF
XLC
$24B
$11.6K ﹤0.01%
+105
RMAX icon
478
RE/MAX Holdings
RMAX
$198M
$11.5K ﹤0.01%
2,000
PNC icon
479
PNC Financial Services
PNC
$93.2B
$11.4K ﹤0.01%
55
DOCS icon
480
Doximity
DOCS
$3.74B
$11.2K ﹤0.01%
+480
HPE icon
481
Hewlett Packard
HPE
$63.9B
$11.1K ﹤0.01%
467
CART icon
482
Maplebear
CART
$9.93B
$11.1K ﹤0.01%
295
+95
VCIT icon
483
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$65.9B
$10.9K ﹤0.01%
132
-6
KMB icon
484
Kimberly-Clark
KMB
$33.4B
$10.9K ﹤0.01%
113
-30
VSNT
485
Versant Media Group
VSNT
$5.75B
$10.8K ﹤0.01%
+292
EUAD
486
Select STOXX Europe Aerospace & Defense ETF
EUAD
$1.15B
$10.8K ﹤0.01%
265
+130
KNX icon
487
Knight Transportation
KNX
$13.1B
$10.8K ﹤0.01%
187
SPOT icon
488
Spotify
SPOT
$102B
$10.7K ﹤0.01%
22
MRNA icon
489
Moderna
MRNA
$18.9B
$10.7K ﹤0.01%
210
PSX icon
490
Phillips 66
PSX
$71.8B
$10.4K ﹤0.01%
57
ESML icon
491
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.4B
$10.3K ﹤0.01%
218
BBJP icon
492
JPMorgan BetaBuilders Japan ETF
BBJP
$17B
$10.1K ﹤0.01%
147
VONG icon
493
Vanguard Russell 1000 Growth ETF
VONG
$43.9B
$9.98K ﹤0.01%
+91
SU icon
494
Suncor Energy
SU
$72.3B
$9.92K ﹤0.01%
150
BB icon
495
BlackBerry
BB
$5.18B
$9.91K ﹤0.01%
3,058
NGL icon
496
NGL Energy Partners
NGL
$1.96B
$9.86K ﹤0.01%
800
CHPT icon
497
ChargePoint
CHPT
$180M
$9.72K ﹤0.01%
2,000
URA icon
498
Global X Uranium ETF
URA
$6.13B
$9.69K ﹤0.01%
200
SJM icon
499
J.M. Smucker
SJM
$12B
$9.64K ﹤0.01%
100
IBN icon
500
ICICI Bank
IBN
$94.3B
$9.61K ﹤0.01%
371
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