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
$872M
AUM Growth
+$89.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
724
New
Increased
Reduced
Closed

Top Sells

1 +$36.2M
2 +$1M
3 +$328K
4
MRK icon
Merck
MRK
+$299K
5
LHX icon
L3Harris
LHX
+$219K

Sector Composition

1 Financials 4.47%
2 Technology 3.87%
3 Healthcare 2.3%
4 Consumer Discretionary 1.53%
5 Industrials 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SLB icon
476
SLB Ltd
SLB
$73.4B
$8.55K ﹤0.01%
253
-19
CMS icon
477
CMS Energy
CMS
$21.5B
$8.41K ﹤0.01%
121
SRPT icon
478
Sarepta Therapeutics
SRPT
$2.21B
$8.38K ﹤0.01%
490
VRT icon
479
Vertiv
VRT
$69.8B
$8.35K ﹤0.01%
65
PRU icon
480
Prudential Financial
PRU
$37.7B
$8.35K ﹤0.01%
78
KNX icon
481
Knight Transportation
KNX
$9.25B
$8.27K ﹤0.01%
187
DVY icon
482
iShares Select Dividend ETF
DVY
$21.7B
$8.1K ﹤0.01%
61
SHOP icon
483
Shopify
SHOP
$180B
$8.07K ﹤0.01%
70
SHEL icon
484
Shell
SHEL
$209B
$7.89K ﹤0.01%
112
URA icon
485
Global X Uranium ETF
URA
$7.3B
$7.76K ﹤0.01%
200
HDB icon
486
HDFC Bank
HDB
$164B
$7.74K ﹤0.01%
202
HLN icon
487
Haleon
HLN
$46.6B
$7.59K ﹤0.01%
732
STZ icon
488
Constellation Brands
STZ
$27.5B
$7.32K ﹤0.01%
45
CAG icon
489
Conagra Brands
CAG
$8.37B
$7.14K ﹤0.01%
349
MCHP icon
490
Microchip Technology
MCHP
$40.4B
$7.04K ﹤0.01%
100
UL icon
491
Unilever
UL
$146B
$6.91K ﹤0.01%
100
PSX icon
492
Phillips 66
PSX
$57B
$6.8K ﹤0.01%
57
NIO icon
493
NIO
NIO
$11.7B
$6.78K ﹤0.01%
1,975
+750
XLB icon
494
State Street Materials Select Sector SPDR ETF
XLB
$6.02B
$6.76K ﹤0.01%
154
EXPE icon
495
Expedia Group
EXPE
$33.2B
$6.58K ﹤0.01%
39
BBCA icon
496
JPMorgan BetaBuilders Canada ETF
BBCA
$9.83B
$6.54K ﹤0.01%
+81
METC icon
497
Ramaco Resources Class A
METC
$1.83B
$6.53K ﹤0.01%
497
-5
FTI icon
498
TechnipFMC
FTI
$21.9B
$6.51K ﹤0.01%
189
HPE icon
499
Hewlett Packard
HPE
$28.1B
$6.46K ﹤0.01%
316
EIX icon
500
Edison International
EIX
$23.4B
$6.45K ﹤0.01%
125
-445