CFFP

Center for Financial Planning Portfolio holdings

AUM $872M
1-Year Est. Return 13.41%
This Quarter Est. Return
1 Year Est. Return
+13.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$783M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1 +$34.4M
2 +$2.37M
3 +$2.13M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.91M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.53M

Top Sells

1 +$2.32M
2 +$568K
3 +$422K
4
RJF icon
Raymond James Financial
RJF
+$358K
5
AAPL icon
Apple
AAPL
+$300K

Sector Composition

1 Financials 4.97%
2 Technology 3.55%
3 Healthcare 2.66%
4 Consumer Staples 1.62%
5 Consumer Discretionary 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
JOBY icon
476
Joby Aviation
JOBY
$14.4B
$9.52K ﹤0.01%
1,582
HSBC icon
477
HSBC
HSBC
$230B
$9.36K ﹤0.01%
163
CAG icon
478
Conagra Brands
CAG
$8.75B
$9.31K ﹤0.01%
349
AXGN icon
479
Axogen
AXGN
$836M
$9.25K ﹤0.01%
500
CMS icon
480
CMS Energy
CMS
$22.4B
$9.1K ﹤0.01%
121
-7
FLRN icon
481
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.7B
$9K ﹤0.01%
292
HEI icon
482
HEICO Corp
HEI
$44.1B
$8.82K ﹤0.01%
33
-200
RBLX icon
483
Roblox
RBLX
$88.5B
$8.74K ﹤0.01%
150
PRU icon
484
Prudential Financial
PRU
$36B
$8.67K ﹤0.01%
78
EA icon
485
Electronic Arts
EA
$50.1B
$8.67K ﹤0.01%
60
SPIB icon
486
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.9B
$8.61K ﹤0.01%
259
ESML icon
487
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.06B
$8.37K ﹤0.01%
218
TEL icon
488
TE Connectivity
TEL
$69.6B
$8.34K ﹤0.01%
59
STZ icon
489
Constellation Brands
STZ
$24.4B
$8.26K ﹤0.01%
45
SHEL icon
490
Shell
SHEL
$218B
$8.21K ﹤0.01%
112
DVY icon
491
iShares Select Dividend ETF
DVY
$21B
$8.19K ﹤0.01%
61
KNX icon
492
Knight Transportation
KNX
$7.36B
$8.13K ﹤0.01%
187
EFAV icon
493
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.43B
$8.03K ﹤0.01%
+103
AVY icon
494
Avery Dennison
AVY
$14.2B
$8.01K ﹤0.01%
45
CART icon
495
Maplebear
CART
$10.3B
$7.98K ﹤0.01%
200
BKLN icon
496
Invesco Senior Loan ETF
BKLN
$6.73B
$7.8K ﹤0.01%
+377
BBVA icon
497
Banco Bilbao Vizcaya Argentaria
BBVA
$113B
$7.68K ﹤0.01%
564
HLN icon
498
Haleon
HLN
$41.2B
$7.53K ﹤0.01%
732
CCLD icon
499
CareCloud
CCLD
$138M
$7.49K ﹤0.01%
+5,390
DOC icon
500
Healthpeak Properties
DOC
$13B
$7.34K ﹤0.01%
363