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
PDM
526
Piedmont Realty Trust
PDM
$1.05B
$5.57K ﹤0.01%
756
GTLS icon
527
Chart Industries
GTLS
$8.97B
$5.34K ﹤0.01%
37
WFC icon
528
Wells Fargo
WFC
$272B
$5.31K ﹤0.01%
74
SMFG icon
529
Sumitomo Mitsui Financial
SMFG
$103B
$4.99K ﹤0.01%
323
SNAP icon
530
Snap
SNAP
$13.4B
$4.88K ﹤0.01%
560
HPE icon
531
Hewlett Packard
HPE
$31B
$4.88K ﹤0.01%
316
VLTO icon
532
Veralto
VLTO
$26B
$4.87K ﹤0.01%
50
MCHP icon
533
Microchip Technology
MCHP
$34.1B
$4.84K ﹤0.01%
100
VRT icon
534
Vertiv
VRT
$71.1B
$4.69K ﹤0.01%
65
NIO icon
535
NIO
NIO
$17B
$4.67K ﹤0.01%
1,225
+1,000
SCHR icon
536
Schwab Intermediately-Term US Treasury ETF
SCHR
$11.6B
$4.65K ﹤0.01%
+187
OGN icon
537
Organon & Co
OGN
$2.38B
$4.59K ﹤0.01%
308
URA icon
538
Global X Uranium ETF
URA
$5.46B
$4.58K ﹤0.01%
200
MPLX icon
539
MPLX
MPLX
$51.4B
$4.55K ﹤0.01%
85
PTLO icon
540
Portillo's
PTLO
$410M
$4.54K ﹤0.01%
382
SPDW icon
541
SPDR Portfolio Developed World ex-US ETF
SPDW
$30.9B
$4.51K ﹤0.01%
124
UAA icon
542
Under Armour
UAA
$2.06B
$4.38K ﹤0.01%
700
-397
HDRO
543
DELISTED
Defiance Next Gen H2 ETF
HDRO
$4.37K ﹤0.01%
160
+98
PLD icon
544
Prologis
PLD
$117B
$4.36K ﹤0.01%
39
-49
WAB icon
545
Wabtec
WAB
$33.8B
$4.17K ﹤0.01%
23
METC icon
546
Ramaco Resources Class A
METC
$2.3B
$4.09K ﹤0.01%
502
-7
OWL icon
547
Blue Owl Capital
OWL
$10.9B
$4.01K ﹤0.01%
200
MELI icon
548
Mercado Libre
MELI
$110B
$3.9K ﹤0.01%
2
IWP icon
549
iShares Russell Mid-Cap Growth ETF
IWP
$20.9B
$3.76K ﹤0.01%
+32
GFS icon
550
GlobalFoundries
GFS
$19.6B
$3.69K ﹤0.01%
100
20 21
22
23 24