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
$961M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
743
New
Increased
Reduced
Closed

Sector Composition

1 Financials 4.3%
2 Technology 3.92%
3 Healthcare 2.45%
4 Consumer Discretionary 1.52%
5 Industrials 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BBCA icon
526
JPMorgan BetaBuilders Canada ETF
BBCA
$10.6B
$7.35K ﹤0.01%
79
GM icon
527
General Motors
GM
$68.3B
$6.99K ﹤0.01%
86
XLB icon
528
State Street Materials Select Sector SPDR ETF
XLB
$7.2B
$6.98K ﹤0.01%
154
VTRS icon
529
Viatris
VTRS
$17.7B
$6.86K ﹤0.01%
551
-24
KD icon
530
Kyndryl
KD
$3.24B
$6.83K ﹤0.01%
257
+26
SU icon
531
Suncor Energy
SU
$81.4B
$6.65K ﹤0.01%
150
UL icon
532
Unilever
UL
$128B
$6.54K ﹤0.01%
100
LOW icon
533
Lowe's Companies
LOW
$125B
$6.31K ﹤0.01%
26
PDM
534
Piedmont Realty Trust
PDM
$1.01B
$6.31K ﹤0.01%
756
BAC.PRL icon
535
Bank of America Series L
BAC.PRL
$3.75B
$6.26K ﹤0.01%
5
SMFG icon
536
Sumitomo Mitsui Financial
SMFG
$134B
$6.24K ﹤0.01%
323
STZ icon
537
Constellation Brands
STZ
$25.5B
$6.21K ﹤0.01%
45
MRNA icon
538
Moderna
MRNA
$18.8B
$6.19K ﹤0.01%
210
WFC.PRL icon
539
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.7B
$6.06K ﹤0.01%
5
BEN icon
540
Franklin Resources
BEN
$15.4B
$6.02K ﹤0.01%
+252
DOC icon
541
Healthpeak Properties
DOC
$11.3B
$5.84K ﹤0.01%
363
SLB icon
542
SLB Ltd
SLB
$83.2B
$5.8K ﹤0.01%
151
B
543
Barrick Mining
B
$64.2B
$5.79K ﹤0.01%
+133
EUAD
544
Select STOXX Europe Aerospace & Defense ETF
EUAD
$1.26B
$5.69K ﹤0.01%
+135
HOOD icon
545
Robinhood
HOOD
$68.9B
$5.66K ﹤0.01%
50
SPDW icon
546
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$38.6B
$5.51K ﹤0.01%
124
SPYM
547
State Street SPDR Portfolio S&P 500 ETF
SPYM
$138B
$5.46K ﹤0.01%
68
-401
RITM icon
548
Rithm Capital
RITM
$5.38B
$5.45K ﹤0.01%
500
ABNB icon
549
Airbnb
ABNB
$82.6B
$5.43K ﹤0.01%
40
TU icon
550
Telus
TU
$19.7B
$5.32K ﹤0.01%
404