CFFP

Center for Financial Planning Portfolio holdings

AUM $936M
1-Year Est. Return 13.21%
This Quarter Est. Return
1 Year Est. Return
+13.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$936M
AUM Growth
+$63.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1 +$3.46M
2 +$2.07M
3 +$1.91M
4
AAPL icon
Apple
AAPL
+$1.04M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$632K

Sector Composition

1 Financials 4.32%
2 Technology 4.08%
3 Healthcare 2.39%
4 Consumer Discretionary 1.57%
5 Industrials 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SCI icon
476
Service Corp International
SCI
$11B
$12.4K ﹤0.01%
149
EA icon
477
Electronic Arts
EA
$51.1B
$12.1K ﹤0.01%
60
TTE icon
478
TotalEnergies
TTE
$137B
$11.9K ﹤0.01%
200
CHI
479
Calamos Convertible Opportunities and Income Fund
CHI
$822M
$11.8K ﹤0.01%
1,094
HSBC icon
480
HSBC
HSBC
$256B
$11.6K ﹤0.01%
163
ORLY icon
481
O'Reilly Automotive
ORLY
$78.4B
$11.3K ﹤0.01%
105
IBN icon
482
ICICI Bank
IBN
$106B
$11.2K ﹤0.01%
371
VCIT icon
483
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$58.4B
$11.1K ﹤0.01%
132
-3
SBUX icon
484
Starbucks
SBUX
$96.7B
$11.1K ﹤0.01%
131
SJM icon
485
J.M. Smucker
SJM
$10.6B
$10.9K ﹤0.01%
100
BBVA icon
486
Banco Bilbao Vizcaya Argentaria
BBVA
$128B
$10.9K ﹤0.01%
564
SHOP icon
487
Shopify
SHOP
$212B
$10.4K ﹤0.01%
70
ALV icon
488
Autoliv
ALV
$9.14B
$10.1K ﹤0.01%
82
LPLA icon
489
LPL Financial
LPLA
$29.5B
$10K ﹤0.01%
30
GD icon
490
General Dynamics
GD
$91.2B
$9.89K ﹤0.01%
+29
ESML icon
491
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.06B
$9.83K ﹤0.01%
218
BBJP icon
492
JPMorgan BetaBuilders Japan ETF
BBJP
$14.9B
$9.75K ﹤0.01%
147
-5
UA icon
493
Under Armour Class C
UA
$1.78B
$9.66K ﹤0.01%
+2,000
VRSK icon
494
Verisk Analytics
VRSK
$30.3B
$9.56K ﹤0.01%
38
ICSH icon
495
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.73B
$9.54K ﹤0.01%
188
URA icon
496
Global X Uranium ETF
URA
$5.18B
$9.53K ﹤0.01%
200
SRPT icon
497
Sarepta Therapeutics
SRPT
$2.34B
$9.44K ﹤0.01%
490
DWAS icon
498
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$748M
$9.4K ﹤0.01%
+102
LIT icon
499
Global X Lithium & Battery Tech ETF
LIT
$1.42B
$9.04K ﹤0.01%
159
FLRN icon
500
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.68B
$9.01K ﹤0.01%
292