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
$406M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$568K
3
+$482K
4
RBLX icon
Roblox
RBLX
+$290K
5
ROP icon
Roper Technologies
ROP
+$279K

Top Sells

1
+$1.99M
2
+$677K
3
+$659K
4
KSU
Kansas City Southern
KSU
+$289K
5
ACN icon
Accenture
ACN
+$240K

Sector Composition

1 Financials 6.02%
2 Technology 4.57%
3 Healthcare 3.89%
4 Industrials 2.54%
5 Consumer Staples 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1K ﹤0.01%
21
477
$1K ﹤0.01%
+19
478
$1K ﹤0.01%
5
479
$1K ﹤0.01%
174
480
$1K ﹤0.01%
250
481
$1K ﹤0.01%
+190
482
$1K ﹤0.01%
50
-7
483
$1K ﹤0.01%
7
484
$1K ﹤0.01%
130
485
$1K ﹤0.01%
43
486
$1K ﹤0.01%
21
487
$1K ﹤0.01%
10
488
$1K ﹤0.01%
40
489
$1K ﹤0.01%
16
490
– –
0
491
$1K ﹤0.01%
50
492
$1K ﹤0.01%
200
493
– –
-870
494
– –
-120
495
– –
-94
496
– –
-43
497
$0 ﹤0.01%
4
498
$0 ﹤0.01%
14
499
– –
-52
500
– –
-48
18 19
20
21 22