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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
HOOD icon
551
Robinhood
HOOD
$75.2B
$3.46K ﹤0.01%
50
ARR
552
Armour Residential REIT
ARR
$2.12B
$3.34K ﹤0.01%
200
COF icon
553
Capital One
COF
$114B
$3.28K ﹤0.01%
18
BETZ icon
554
Roundhill Sports Betting & iGaming ETF
BETZ
$49.6M
$3.13K ﹤0.01%
175
KD icon
555
Kyndryl
KD
$2.52B
$3.03K ﹤0.01%
231
-26
TEVA icon
556
Teva Pharmaceuticals
TEVA
$39.7B
$3.01K ﹤0.01%
100
SMCI icon
557
Super Micro Computer
SMCI
$24.2B
$2.96K ﹤0.01%
130
MAN icon
558
ManpowerGroup
MAN
$1.52B
$2.95K ﹤0.01%
100
ETHE
559
Grayscale Ethereum Staking ETF Shares
ETHE
$1.34B
$2.8K ﹤0.01%
+164
RYN icon
560
Rayonier
RYN
$6.32B
$2.78K ﹤0.01%
135
-45
DBMF icon
561
iMGP DBi Managed Futures Strategy ETF
DBMF
$3.92B
$2.74K ﹤0.01%
91
-285
ZBH icon
562
Zimmer Biomet
ZBH
$17.3B
$2.71K ﹤0.01%
30
CHTR icon
563
Charter Communications
CHTR
$16.6B
$2.59K ﹤0.01%
+12
CFG icon
564
Citizens Financial Group
CFG
$27.6B
$2.58K ﹤0.01%
43
SNAP icon
565
Snap
SNAP
$9.25B
$2.58K ﹤0.01%
560
FSLR icon
566
First Solar
FSLR
$27.9B
$2.56K ﹤0.01%
13
PICK icon
567
iShares MSCI Global Metals & Mining Producers ETF
PICK
$2.12B
$2.49K ﹤0.01%
44
-136
OKLO
568
Oklo
OKLO
$9.84B
$2.48K ﹤0.01%
50
PDBC icon
569
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6B
$2.48K ﹤0.01%
143
-447
XLK icon
570
State Street Technology Select Sector SPDR ETF
XLK
$117B
$2.39K ﹤0.01%
18
KHC icon
571
Kraft Heinz
KHC
$27.7B
$2.34K ﹤0.01%
104
-10
VOYG
572
Voyager Technologies
VOYG
$2.37B
$2.34K ﹤0.01%
100
REGN icon
573
Regeneron Pharmaceuticals
REGN
$64.5B
$2.32K ﹤0.01%
+3
NB
574
NioCorp Developments
NB
$734M
$2.23K ﹤0.01%
500
DKNG icon
575
DraftKings
DKNG
$13.6B
$2.16K ﹤0.01%
100
21 22
23
24 25