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
$936M
AUM Growth
+$63.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1 +$3.46M
2 +$2.07M
3 +$1.91M
4
AAPL icon
Apple
AAPL
+$1.04M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$632K

Sector Composition

1 Financials 4.32%
2 Technology 4.08%
3 Healthcare 2.39%
4 Consumer Discretionary 1.57%
5 Industrials 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AXGN icon
501
Axogen
AXGN
$1.35B
$8.92K ﹤0.01%
500
CMS icon
502
CMS Energy
CMS
$21.3B
$8.91K ﹤0.01%
122
+1
SPIB icon
503
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.9B
$8.78K ﹤0.01%
259
EFAV icon
504
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.13B
$8.74K ﹤0.01%
103
CAG icon
505
Conagra Brands
CAG
$8.49B
$8.68K ﹤0.01%
474
+125
ESGE icon
506
iShares ESG Aware MSCI EM ETF
ESGE
$5.41B
$8.64K ﹤0.01%
199
-225
NEM icon
507
Newmont
NEM
$107B
$8.43K ﹤0.01%
100
EXPE icon
508
Expedia Group
EXPE
$34.9B
$8.34K ﹤0.01%
39
ECG
509
Everus Construction Group
ECG
$4.55B
$8.23K ﹤0.01%
+96
PRU icon
510
Prudential Financial
PRU
$41B
$8.06K ﹤0.01%
78
SHEL icon
511
Shell
SHEL
$201B
$8.01K ﹤0.01%
112
HPE icon
512
Hewlett Packard
HPE
$32.1B
$7.76K ﹤0.01%
316
PSX icon
513
Phillips 66
PSX
$53.1B
$7.75K ﹤0.01%
57
KNX icon
514
Knight Transportation
KNX
$8.68B
$7.39K ﹤0.01%
187
KNF icon
515
Knife River
KNF
$4.32B
$7.38K ﹤0.01%
+96
CART icon
516
Maplebear
CART
$12B
$7.35K ﹤0.01%
200
HOOD icon
517
Robinhood
HOOD
$107B
$7.16K ﹤0.01%
+50
DOC icon
518
Healthpeak Properties
DOC
$11.4B
$6.95K ﹤0.01%
363
KD icon
519
Kyndryl
KD
$6.06B
$6.94K ﹤0.01%
231
HDB icon
520
HDFC Bank
HDB
$181B
$6.9K ﹤0.01%
202
XLB icon
521
State Street Materials Select Sector SPDR ETF
XLB
$5.21B
$6.9K ﹤0.01%
77
BBCA icon
522
JPMorgan BetaBuilders Canada ETF
BBCA
$9.38B
$6.89K ﹤0.01%
79
-2
MDU icon
523
MDU Resources
MDU
$3.99B
$6.84K ﹤0.01%
+384
PDM
524
Piedmont Realty Trust
PDM
$1.09B
$6.8K ﹤0.01%
756
UL icon
525
Unilever
UL
$140B
$6.7K ﹤0.01%
113