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

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
PNC icon
476
PNC Financial Services
PNC
$83.3B
$11.5K ﹤0.01%
+55
CHI
477
Calamos Convertible Opportunities and Income Fund
CHI
$899M
$11.5K ﹤0.01%
1,094
PSTG icon
478
Everpure, Inc.
PSTG
$20.2B
$11.4K ﹤0.01%
170
SHOP icon
479
Shopify
SHOP
$169B
$11.3K ﹤0.01%
70
HPE icon
480
Hewlett Packard
HPE
$28B
$11.2K ﹤0.01%
467
+151
IBN icon
481
ICICI Bank
IBN
$100B
$11.1K ﹤0.01%
371
EXPE icon
482
Expedia Group
EXPE
$28.4B
$11.1K ﹤0.01%
39
SBUX icon
483
Starbucks
SBUX
$115B
$11K ﹤0.01%
131
LEN icon
484
Lennar Class A
LEN
$24.4B
$10.8K ﹤0.01%
105
JNK icon
485
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.83B
$10.8K ﹤0.01%
111
+110
LPLA icon
486
LPL Financial
LPLA
$24.7B
$10.8K ﹤0.01%
30
DBMF icon
487
iMGP DBi Managed Futures Strategy ETF
DBMF
$3.15B
$10.6K ﹤0.01%
+376
LIT icon
488
Global X Lithium & Battery Tech ETF
LIT
$1.7B
$10.3K ﹤0.01%
159
NIO icon
489
NIO
NIO
$14.4B
$10.1K ﹤0.01%
1,975
ESML icon
490
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.24B
$10K ﹤0.01%
218
NEM icon
491
Newmont
NEM
$129B
$9.98K ﹤0.01%
100
SJM icon
492
J.M. Smucker
SJM
$11.6B
$9.78K ﹤0.01%
100
KNX icon
493
Knight Transportation
KNX
$9.31B
$9.78K ﹤0.01%
187
ALV icon
494
Autoliv
ALV
$8.06B
$9.73K ﹤0.01%
82
BBJP icon
495
JPMorgan BetaBuilders Japan ETF
BBJP
$15.4B
$9.69K ﹤0.01%
147
UA icon
496
Under Armour Class C
UA
$2.76B
$9.6K ﹤0.01%
2,000
ORLY icon
497
O'Reilly Automotive
ORLY
$79.4B
$9.58K ﹤0.01%
105
ICSH icon
498
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.06B
$9.51K ﹤0.01%
188
BCD icon
499
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
BCD
$385M
$9.44K ﹤0.01%
+305
IUSB icon
500
iShares Core Universal USD Bond ETF
IUSB
$35.9B
$9.26K ﹤0.01%
+199