CFFP

Center for Financial Planning Portfolio holdings

AUM $872M
1-Year Est. Return 13.41%
This Quarter Est. Return
1 Year Est. Return
+13.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$783M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1 +$34.4M
2 +$2.37M
3 +$2.13M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.91M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.53M

Top Sells

1 +$2.32M
2 +$568K
3 +$422K
4
RJF icon
Raymond James Financial
RJF
+$358K
5
AAPL icon
Apple
AAPL
+$300K

Sector Composition

1 Financials 4.97%
2 Technology 3.55%
3 Healthcare 2.66%
4 Consumer Staples 1.62%
5 Consumer Discretionary 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DB icon
551
Deutsche Bank
DB
$64.8B
$3.64K ﹤0.01%
152
NGL icon
552
NGL Energy Partners
NGL
$807M
$3.63K ﹤0.01%
800
RYN icon
553
Rayonier
RYN
$3.59B
$3.63K ﹤0.01%
+130
BCS icon
554
Barclays
BCS
$72B
$3.46K ﹤0.01%
225
PCG icon
555
PG&E
PCG
$36B
$3.44K ﹤0.01%
200
ZBH icon
556
Zimmer Biomet
ZBH
$20.4B
$3.4K ﹤0.01%
30
DKNG icon
557
DraftKings
DKNG
$16.4B
$3.32K ﹤0.01%
100
MFG icon
558
Mizuho Financial
MFG
$80.3B
$3.31K ﹤0.01%
600
EWC icon
559
iShares MSCI Canada ETF
EWC
$3.38B
$3.29K ﹤0.01%
81
BETZ icon
560
Roundhill Sports Betting & iGaming ETF
BETZ
$76.3M
$3.29K ﹤0.01%
175
FTSL icon
561
First Trust Senior Loan Fund ETF
FTSL
$2.4B
$3.2K ﹤0.01%
70
KHC icon
562
Kraft Heinz
KHC
$29.9B
$3.17K ﹤0.01%
104
FNDX icon
563
Schwab Fundamental US Large Company Index ETF
FNDX
$21.1B
$3.09K ﹤0.01%
+131
DFS
564
DELISTED
Discover Financial Services
DFS
$3.07K ﹤0.01%
18
C icon
565
Citigroup
C
$177B
$3.05K ﹤0.01%
43
+7
IEV icon
566
iShares Europe ETF
IEV
$2.24B
$2.91K ﹤0.01%
50
IUSB icon
567
iShares Core Total USD Bond Market ETF
IUSB
$33.6B
$2.9K ﹤0.01%
+63
NWG icon
568
NatWest
NWG
$61.5B
$2.86K ﹤0.01%
240
HUBS icon
569
HubSpot
HUBS
$24.7B
$2.86K ﹤0.01%
5
MLI icon
570
Mueller Industries
MLI
$11.4B
$2.74K ﹤0.01%
36
CRS icon
571
Carpenter Technology
CRS
$15.7B
$2.72K ﹤0.01%
15
IDCC icon
572
InterDigital
IDCC
$9.77B
$2.69K ﹤0.01%
13
CORT icon
573
Corcept Therapeutics
CORT
$7.64B
$2.63K ﹤0.01%
23
WDS icon
574
Woodside Energy
WDS
$30.2B
$2.61K ﹤0.01%
180
PBW icon
575
Invesco WilderHill Clean Energy ETF
PBW
$509M
$2.52K ﹤0.01%
160