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
ALV icon
501
Autoliv
ALV
$8.79B
$7.25K ﹤0.01%
82
CCJ icon
502
Cameco
CCJ
$38.4B
$7.2K ﹤0.01%
175
DE icon
503
Deere & Co
DE
$128B
$7.04K ﹤0.01%
15
PSX icon
504
Phillips 66
PSX
$54.5B
$7.04K ﹤0.01%
57
IWX icon
505
iShares Russell Top 200 Value ETF
IWX
$2.89B
$6.82K ﹤0.01%
+83
STX icon
506
Seagate
STX
$49.9B
$6.8K ﹤0.01%
80
SHOP icon
507
Shopify
SHOP
$225B
$6.77K ﹤0.01%
70
+65
KD icon
508
Kyndryl
KD
$6.59B
$6.75K ﹤0.01%
215
UL icon
509
Unilever
UL
$154B
$6.73K ﹤0.01%
113
HDB icon
510
HDFC Bank
HDB
$188B
$6.71K ﹤0.01%
101
XLB icon
511
Materials Select Sector SPDR Fund
XLB
$5.5B
$6.62K ﹤0.01%
77
EXPE icon
512
Expedia Group
EXPE
$27.1B
$6.56K ﹤0.01%
39
RUN icon
513
Sunrun
RUN
$4.81B
$6.47K ﹤0.01%
1,104
CNC icon
514
Centene
CNC
$16.7B
$6.44K ﹤0.01%
106
VTRS icon
515
Viatris
VTRS
$12.1B
$6.36K ﹤0.01%
730
-12
BAC.PRL icon
516
Bank of America Series L
BAC.PRL
$3.88B
$6.17K ﹤0.01%
5
LIT icon
517
Global X Lithium & Battery Tech ETF
LIT
$1.39B
$6.17K ﹤0.01%
159
LOW icon
518
Lowe's Companies
LOW
$136B
$6.11K ﹤0.01%
26
WFC.PRL icon
519
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.93B
$6K ﹤0.01%
5
FTI icon
520
TechnipFMC
FTI
$16B
$5.99K ﹤0.01%
189
MRNA icon
521
Moderna
MRNA
$10.4B
$5.95K ﹤0.01%
210
-778
SU icon
522
Suncor Energy
SU
$48.3B
$5.81K ﹤0.01%
150
MAN icon
523
ManpowerGroup
MAN
$1.53B
$5.79K ﹤0.01%
100
RITM icon
524
Rithm Capital
RITM
$5.76B
$5.72K ﹤0.01%
500
AAL icon
525
American Airlines Group
AAL
$9.1B
$5.59K ﹤0.01%
530
+500