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
DKNG icon
526
DraftKings
DKNG
$14.7B
$4.29K ﹤0.01%
100
GM icon
527
General Motors
GM
$65.8B
$4.23K ﹤0.01%
86
-280
BETZ icon
528
Roundhill Sports Betting & iGaming ETF
BETZ
$69.1M
$4.16K ﹤0.01%
175
MAN icon
529
ManpowerGroup
MAN
$1.33B
$4.04K ﹤0.01%
100
OWL icon
530
Blue Owl Capital
OWL
$9.72B
$3.84K ﹤0.01%
200
COF icon
531
Capital One
COF
$134B
$3.83K ﹤0.01%
+18
GFS icon
532
GlobalFoundries
GFS
$18.4B
$3.82K ﹤0.01%
100
NGL icon
533
NGL Energy Partners
NGL
$1.24B
$3.42K ﹤0.01%
800
ARR
534
Armour Residential REIT
ARR
$1.87B
$3.36K ﹤0.01%
+200
ATI icon
535
ATI
ATI
$13.5B
$3.19K ﹤0.01%
37
PBW icon
536
Invesco WilderHill Clean Energy ETF
PBW
$464M
$3.19K ﹤0.01%
160
IEV icon
537
iShares Europe ETF
IEV
$2.24B
$3.16K ﹤0.01%
50
OGN icon
538
Organon & Co
OGN
$1.96B
$2.98K ﹤0.01%
308
IDCC icon
539
InterDigital
IDCC
$8.97B
$2.92K ﹤0.01%
13
RYN icon
540
Rayonier
RYN
$3.35B
$2.88K ﹤0.01%
130
AMX icon
541
America Movil
AMX
$70B
$2.87K ﹤0.01%
160
MLI icon
542
Mueller Industries
MLI
$11.9B
$2.86K ﹤0.01%
36
PCG icon
543
PG&E
PCG
$36.2B
$2.79K ﹤0.01%
200
HUBS icon
544
HubSpot
HUBS
$20.8B
$2.78K ﹤0.01%
5
WDS icon
545
Woodside Energy
WDS
$33B
$2.78K ﹤0.01%
180
ZBH icon
546
Zimmer Biomet
ZBH
$17.8B
$2.74K ﹤0.01%
30
KHC icon
547
Kraft Heinz
KHC
$29.4B
$2.69K ﹤0.01%
104
FIX icon
548
Comfort Systems
FIX
$32.1B
$2.68K ﹤0.01%
5
FSS icon
549
Federal Signal
FSS
$6.67B
$2.45K ﹤0.01%
23
BB icon
550
BlackBerry
BB
$2.54B
$2.33K ﹤0.01%
508
+500