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
DOC icon
501
Healthpeak Properties
DOC
$12.1B
$6.36K ﹤0.01%
363
LIT icon
502
Global X Lithium & Battery Tech ETF
LIT
$1.46B
$6.11K ﹤0.01%
159
BAC.PRL icon
503
Bank of America Series L
BAC.PRL
$3.84B
$6.07K ﹤0.01%
5
AAL icon
504
American Airlines Group
AAL
$8.42B
$5.95K ﹤0.01%
530
WFC icon
505
Wells Fargo
WFC
$267B
$5.93K ﹤0.01%
74
WFC.PRL icon
506
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.86B
$5.87K ﹤0.01%
5
NEM icon
507
Newmont
NEM
$95.8B
$5.83K ﹤0.01%
+100
LOW icon
508
Lowe's Companies
LOW
$128B
$5.81K ﹤0.01%
26
MRNA icon
509
Moderna
MRNA
$9.68B
$5.79K ﹤0.01%
210
CNC icon
510
Centene
CNC
$17.9B
$5.75K ﹤0.01%
106
RITM icon
511
Rithm Capital
RITM
$6.16B
$5.64K ﹤0.01%
500
SU icon
512
Suncor Energy
SU
$53.3B
$5.62K ﹤0.01%
150
PDM
513
Piedmont Realty Trust
PDM
$1.03B
$5.51K ﹤0.01%
756
AXGN icon
514
Axogen
AXGN
$1.09B
$5.42K ﹤0.01%
500
ABNB icon
515
Airbnb
ABNB
$74B
$5.29K ﹤0.01%
40
-871
VTRS icon
516
Viatris
VTRS
$12.3B
$5.24K ﹤0.01%
586
-144
SPDW icon
517
SPDR Portfolio Developed World ex-US ETF
SPDW
$31B
$5.02K ﹤0.01%
124
SMFG icon
518
Sumitomo Mitsui Financial
SMFG
$112B
$4.88K ﹤0.01%
323
SNAP icon
519
Snap
SNAP
$14.7B
$4.87K ﹤0.01%
560
WAB icon
520
Wabtec
WAB
$34.9B
$4.82K ﹤0.01%
23
UAA icon
521
Under Armour
UAA
$1.92B
$4.78K ﹤0.01%
700
PTLO icon
522
Portillo's
PTLO
$345M
$4.46K ﹤0.01%
382
DB icon
523
Deutsche Bank
DB
$71.1B
$4.45K ﹤0.01%
152
MPLX icon
524
MPLX
MPLX
$54.1B
$4.38K ﹤0.01%
85
VLTO icon
525
Veralto
VLTO
$24.5B
$4.34K ﹤0.01%
43
-7