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%
+20
477
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43
478
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21
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40
480
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+15
481
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+101
483
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484
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10
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-1,000
499
$0 ﹤0.01%
+1
500
– –
0
18 19
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