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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
IUSB icon
526
iShares Core Universal USD Bond ETF
IUSB
$41.5B
$6.61K ﹤0.01%
143
-56
HTFL
527
Heartflow Inc
HTFL
$2.5B
$6.52K ﹤0.01%
268
VTRS icon
528
Viatris
VTRS
$18.9B
$6.48K ﹤0.01%
479
-72
LOW icon
529
Lowe's Companies
LOW
$121B
$6.18K ﹤0.01%
26
SLDP icon
530
Solid Power
SLDP
$628M
$6K ﹤0.01%
2,000
+1,000
DOC icon
531
Healthpeak Properties
DOC
$14.1B
$5.96K ﹤0.01%
363
BAC.PRL icon
532
Bank of America Series L
BAC.PRL
$3.76B
$5.96K ﹤0.01%
5
CLOU icon
533
Global X Cloud Computing ETF
CLOU
$257M
$5.85K ﹤0.01%
+300
WFC.PRL icon
534
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.6B
$5.78K ﹤0.01%
5
WAB icon
535
Wabtec
WAB
$44.8B
$5.75K ﹤0.01%
23
CAG icon
536
Conagra Brands
CAG
$6.2B
$5.49K ﹤0.01%
349
-100
IEV icon
537
iShares Europe ETF
IEV
$1.73B
$5.37K ﹤0.01%
79
-93
TU icon
538
Telus
TU
$19.2B
$5.18K ﹤0.01%
404
FCX icon
539
Freeport-McMoran
FCX
$91.5B
$5.06K ﹤0.01%
86
PBW icon
540
Invesco WilderHill Clean Energy ETF
PBW
$559M
$5.05K ﹤0.01%
160
ABNB icon
541
Airbnb
ABNB
$77.8B
$5.05K ﹤0.01%
40
HDB icon
542
HDFC Bank
HDB
$119B
$5.03K ﹤0.01%
202
PDM
543
Piedmont Realty Trust
PDM
$1.16B
$4.97K ﹤0.01%
756
CX icon
544
Cemex
CX
$17.4B
$4.96K ﹤0.01%
+434
MPLX icon
545
MPLX
MPLX
$57.2B
$4.85K ﹤0.01%
85
RITM icon
546
Rithm Capital
RITM
$5.17B
$4.74K ﹤0.01%
500
IVE icon
547
iShares S&P 500 Value ETF
IVE
$47.3B
$4.65K ﹤0.01%
22
-95
AMX icon
548
America Movil
AMX
$76B
$4.08K ﹤0.01%
160
SOLS
549
Solstice Advanced Materials
SOLS
$12.7B
$3.73K ﹤0.01%
49
-9
CNC icon
550
Centene
CNC
$32.8B
$3.47K ﹤0.01%
106
20 21
22
23 24