We are live on ! Find out more
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
$411M
AUM Growth
+$4.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$1.6M
3
+$1.03M
4
JNJ icon
Johnson & Johnson
JNJ
+$249K
5
RBLX icon
Roblox
RBLX
+$242K

Top Sells

1
+$4.92M
2
+$953K
3
+$657K
4
MSI icon
Motorola Solutions
MSI
+$280K
5
DOV icon
Dover
DOV
+$267K

Sector Composition

1 Financials 5.75%
2 Technology 4.57%
3 Healthcare 3.87%
4 Consumer Staples 2.2%
5 Industrials 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1K ﹤0.01%
3
-22
477
$1K ﹤0.01%
5
478
$1K ﹤0.01%
174
479
$1K ﹤0.01%
250
480
$1K ﹤0.01%
+83
481
$1K ﹤0.01%
50
482
$1K ﹤0.01%
+20
483
$1K ﹤0.01%
43
484
$1K ﹤0.01%
21
485
$1K ﹤0.01%
40
486
$1K ﹤0.01%
175
487
$1K ﹤0.01%
50
488
– –
-128
489
– –
-19
490
– –
0
491
$0 ﹤0.01%
1
-33
492
– –
-380
493
– –
-370
494
– –
-147
495
$0 ﹤0.01%
10
496
– –
-19
497
– –
-2,000
498
– –
-25
499
– –
-1,500
500
– –
-3,406
18 19
20
21 22