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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
$958M
AUM Growth
-$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1
+$75.6M
2
+$2.28M
3
+$1.79M
4
MSFT icon
Microsoft
MSFT
+$1.08M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$818K

Top Sells

1
+$62.1M
2
+$444K
3
+$343K
4
MDT icon
Medtronic
MDT
+$336K
5
USB icon
US Bancorp
USB
+$309K

Sector Composition

1 Financials 3.97%
2 Technology 3.67%
3 Healthcare 2.38%
4 Consumer Discretionary 1.47%
5 Industrials 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CMS icon
501
CMS Energy
CMS
$22.4B
$9.48K ﹤0.01%
122
OPEN icon
502
Opendoor
OPEN
$4.19B
$9.36K ﹤0.01%
2,000
DVY icon
503
iShares Select Dividend ETF
DVY
$22.6B
$9.24K ﹤0.01%
61
LEN icon
504
Lennar Class A
LEN
$22.8B
$9.12K ﹤0.01%
105
LPLA icon
505
LPL Financial
LPLA
$23.1B
$9.09K ﹤0.01%
30
ESGE icon
506
iShares ESG Aware MSCI EM ETF
ESGE
$6.67B
$9.05K ﹤0.01%
199
EXPE icon
507
Expedia Group
EXPE
$27.7B
$9.01K ﹤0.01%
39
FLRN icon
508
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.92B
$8.99K ﹤0.01%
292
SPIB icon
509
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11B
$8.69K ﹤0.01%
259
ALV icon
510
Autoliv
ALV
$9.44B
$8.62K ﹤0.01%
82
RBLX icon
511
Roblox
RBLX
$30.8B
$8.48K ﹤0.01%
150
REYN icon
512
Reynolds Consumer Products
REYN
$4.85B
$8.47K ﹤0.01%
400
SHOP icon
513
Shopify
SHOP
$143B
$8.3K ﹤0.01%
70
WTRG icon
514
Essential Utilities
WTRG
$10.6B
$8.05K ﹤0.01%
+200
VST icon
515
Vistra
VST
$49.3B
$7.82K ﹤0.01%
+52
SLB icon
516
SLB Ltd
SLB
$83.5B
$7.76K ﹤0.01%
151
XLB icon
517
State Street Materials Select Sector SPDR ETF
XLB
$7.75B
$7.7K ﹤0.01%
154
METC icon
518
Ramaco Resources Class A
METC
$965M
$7.68K ﹤0.01%
497
PRU icon
519
Prudential Financial
PRU
$36B
$7.59K ﹤0.01%
78
BBCA icon
520
JPMorgan BetaBuilders Canada ETF
BBCA
$10.4B
$7.43K ﹤0.01%
79
VRSK icon
521
Verisk Analytics
VRSK
$23.9B
$7.21K ﹤0.01%
38
EQIX icon
522
Equinix
EQIX
$105B
$7.14K ﹤0.01%
7
-3
STZ icon
523
Constellation Brands
STZ
$24.1B
$6.75K ﹤0.01%
45
SAP icon
524
SAP
SAP
$209B
$6.68K ﹤0.01%
39
-59
NEAR icon
525
iShares Short Maturity Bond ETF
NEAR
$4.57B
$6.66K ﹤0.01%
+131
19 20
21
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