CFFP

Center for Financial Planning Portfolio holdings

AUM $961M
1-Year Est. Return 15.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.84%
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
BIL icon
551
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$43.5B
$5.3K ﹤0.01%
+58
EWJ icon
552
iShares MSCI Japan ETF
EWJ
$19.3B
$5.25K ﹤0.01%
+65
CINF icon
553
Cincinnati Financial
CINF
$25.6B
$5.23K ﹤0.01%
+32
OEF icon
554
iShares S&P 100 ETF
OEF
$28.5B
$5.14K ﹤0.01%
+15
TROW icon
555
T. Rowe Price
TROW
$19.4B
$5.12K ﹤0.01%
+50
TLT icon
556
iShares 20+ Year Treasury Bond ETF
TLT
$44.7B
$5.06K ﹤0.01%
58
-442
WAB icon
557
Wabtec
WAB
$42.1B
$4.91K ﹤0.01%
23
PBW icon
558
Invesco WilderHill Clean Energy ETF
PBW
$547M
$4.89K ﹤0.01%
160
AEP icon
559
American Electric Power
AEP
$71.6B
$4.73K ﹤0.01%
+41
GPC icon
560
Genuine Parts
GPC
$15B
$4.67K ﹤0.01%
38
-112
TDC icon
561
Teradata
TDC
$2.6B
$4.63K ﹤0.01%
152
+88
SWX icon
562
Southwest Gas
SWX
$6.28B
$4.56K ﹤0.01%
+57
MPLX icon
563
MPLX
MPLX
$58.9B
$4.54K ﹤0.01%
85
SNAP icon
564
Snap
SNAP
$8.29B
$4.52K ﹤0.01%
560
SYY icon
565
Sysco
SYY
$40.4B
$4.5K ﹤0.01%
+61
FCX icon
566
Freeport-McMoran
FCX
$89.7B
$4.37K ﹤0.01%
86
COF icon
567
Capital One
COF
$115B
$4.36K ﹤0.01%
18
CNC icon
568
Centene
CNC
$17.9B
$4.36K ﹤0.01%
106
FAST icon
569
Fastenal
FAST
$53.2B
$4.29K ﹤0.01%
+107
IT icon
570
Gartner
IT
$11.2B
$4.29K ﹤0.01%
+17
SLDP icon
571
Solid Power
SLDP
$715M
$4.25K ﹤0.01%
1,000
SHY icon
572
iShares 1-3 Year Treasury Bond ETF
SHY
$24.6B
$4.14K ﹤0.01%
+50
RYN icon
573
Rayonier
RYN
$6.28B
$3.9K ﹤0.01%
180
+44
VRT icon
574
Vertiv
VRT
$103B
$3.89K ﹤0.01%
24
SMCI icon
575
Super Micro Computer
SMCI
$19B
$3.81K ﹤0.01%
130