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

Top Sells

1
+$2.23M
2
+$710K
3
+$638K
4
QMAR icon
FT Vest Growth-100 Buffer ETF March
QMAR
+$589K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$181K

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
EIX icon
526
Edison International
EIX
$22.4B
$6.63K ﹤0.01%
120
-5
LOW icon
527
Lowe's Companies
LOW
$138B
$6.58K ﹤0.01%
26
MCHP icon
528
Microchip Technology
MCHP
$35.6B
$6.42K ﹤0.01%
100
BAC.PRL icon
529
Bank of America Series L
BAC.PRL
$3.85B
$6.4K ﹤0.01%
5
TU icon
530
Telus
TU
$19.7B
$6.37K ﹤0.01%
+404
SU icon
531
Suncor Energy
SU
$50.7B
$6.27K ﹤0.01%
150
SMCI icon
532
Super Micro Computer
SMCI
$18.9B
$6.23K ﹤0.01%
+130
WFC icon
533
Wells Fargo
WFC
$289B
$6.2K ﹤0.01%
74
WFC.PRL icon
534
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.84B
$6.17K ﹤0.01%
5
STZ icon
535
Constellation Brands
STZ
$24.8B
$6.06K ﹤0.01%
45
AAL icon
536
American Airlines Group
AAL
$10.6B
$5.96K ﹤0.01%
530
KEY icon
537
KeyCorp
KEY
$22.5B
$5.74K ﹤0.01%
+307
RITM icon
538
Rithm Capital
RITM
$6.12B
$5.7K ﹤0.01%
500
VTRS icon
539
Viatris
VTRS
$13.2B
$5.69K ﹤0.01%
575
-11
OKLO
540
Oklo
OKLO
$13B
$5.58K ﹤0.01%
+50
MRNA icon
541
Moderna
MRNA
$11.7B
$5.42K ﹤0.01%
210
SMFG icon
542
Sumitomo Mitsui Financial
SMFG
$123B
$5.41K ﹤0.01%
323
DB icon
543
Deutsche Bank
DB
$72.2B
$5.38K ﹤0.01%
152
SPDW icon
544
SPDR Portfolio Developed World ex-US ETF
SPDW
$33.2B
$5.31K ﹤0.01%
124
WSBC icon
545
WesBanco
WSBC
$3.33B
$5.27K ﹤0.01%
+165
GM icon
546
General Motors
GM
$76.3B
$5.24K ﹤0.01%
86
SLB icon
547
SLB Ltd
SLB
$56.2B
$5.19K ﹤0.01%
151
-102
ABNB icon
548
Airbnb
ABNB
$80B
$4.86K ﹤0.01%
40
NGL icon
549
NGL Energy Partners
NGL
$1.21B
$4.8K ﹤0.01%
800
PBW icon
550
Invesco WilderHill Clean Energy ETF
PBW
$650M
$4.62K ﹤0.01%
160
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