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
$936M
AUM Growth
+$63.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1 +$3.46M
2 +$2.07M
3 +$1.91M
4
AAPL icon
Apple
AAPL
+$1.04M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$632K

Sector Composition

1 Financials 4.32%
2 Technology 4.08%
3 Healthcare 2.39%
4 Consumer Discretionary 1.57%
5 Industrials 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WAB icon
551
Wabtec
WAB
$36.5B
$4.61K ﹤0.01%
23
VLTO icon
552
Veralto
VLTO
$24.7B
$4.58K ﹤0.01%
43
SNAP icon
553
Snap
SNAP
$12.7B
$4.32K ﹤0.01%
560
GSK icon
554
GSK
GSK
$98.4B
$4.32K ﹤0.01%
+100
MPLX icon
555
MPLX
MPLX
$54.9B
$4.25K ﹤0.01%
85
BETZ icon
556
Roundhill Sports Betting & iGaming ETF
BETZ
$65.4M
$4.18K ﹤0.01%
175
COF icon
557
Capital One
COF
$154B
$3.83K ﹤0.01%
18
MAN icon
558
ManpowerGroup
MAN
$1.36B
$3.79K ﹤0.01%
100
CNC icon
559
Centene
CNC
$19.2B
$3.78K ﹤0.01%
106
DKNG icon
560
DraftKings
DKNG
$17.2B
$3.74K ﹤0.01%
100
VRT icon
561
Vertiv
VRT
$61.4B
$3.62K ﹤0.01%
24
-41
GFS icon
562
GlobalFoundries
GFS
$20.6B
$3.58K ﹤0.01%
100
SLDP icon
563
Solid Power
SLDP
$884M
$3.47K ﹤0.01%
1,000
+500
RYN icon
564
Rayonier
RYN
$3.39B
$3.45K ﹤0.01%
130
OWL icon
565
Blue Owl Capital
OWL
$10.5B
$3.39K ﹤0.01%
200
FCX icon
566
Freeport-McMoran
FCX
$68.3B
$3.37K ﹤0.01%
86
-2,080
AMX icon
567
America Movil
AMX
$62.9B
$3.36K ﹤0.01%
160
OGN icon
568
Organon & Co
OGN
$1.81B
$3.29K ﹤0.01%
308
IEV icon
569
iShares Europe ETF
IEV
$1.6B
$3.27K ﹤0.01%
50
PCG icon
570
PG&E
PCG
$33.6B
$3.02K ﹤0.01%
200
ARR
571
Armour Residential REIT
ARR
$1.89B
$2.99K ﹤0.01%
200
VOYG
572
Voyager Technologies
VOYG
$1.41B
$2.98K ﹤0.01%
+100
ZBH icon
573
Zimmer Biomet
ZBH
$18B
$2.96K ﹤0.01%
30
BEEM icon
574
Beam Global
BEEM
$32.5M
$2.88K ﹤0.01%
1,000
FSLR icon
575
First Solar
FSLR
$27.7B
$2.87K ﹤0.01%
13