CFFP

Center for Financial Planning Portfolio holdings

AUM $783M
AUM
$783M
AUM Growth
+$33.3M
Cap. Flow
+$47.6M
Cap. Flow %
6.08%
Top 10 Hldgs %
77.19%
Holding
754
New
79
Increased
116
Reduced
74
Closed
54

Sector Composition

1Financials4.97%
2Technology3.55%
3Healthcare2.66%
4Consumer Staples1.62%
5Consumer Discretionary1.58%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$3.64K0%152
$3.63K0%800
$3.63K0%130 New
+$3.63K
$3.46K0%225
$3.44K0%200
$3.4K0%30
$3.32K0%100
$3.31K0%600
$3.29K0%81
$3.29K0%175
$3.2K0%70
$3.17K0%104
$3.09K0%131 New
+$3.09K
$3.07K0%18
$3.05K0%43
+7
+19%
+$497
$2.91K0%50
$2.9K0%63 New
+$2.9K
$2.86K0%240
$2.86K0%5
$2.74K0%36
$2.72K0%15
$2.69K0%13
$2.63K0%23
$2.61K0%180
$2.52K0%160