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
KHC icon
576
Kraft Heinz
KHC
$29.2B
$2.71K ﹤0.01%
104
WDS icon
577
Woodside Energy
WDS
$29.8B
$2.71K ﹤0.01%
180
QS icon
578
QuantumScape
QS
$6.52B
$2.7K ﹤0.01%
+219
SOFI icon
579
SoFi Technologies
SOFI
$33.5B
$2.64K ﹤0.01%
100
XLK icon
580
State Street Technology Select Sector SPDR ETF
XLK
$92.3B
$2.54K ﹤0.01%
9
BB icon
581
BlackBerry
BB
$2.59B
$2.48K ﹤0.01%
508
PTLO icon
582
Portillo's
PTLO
$333M
$2.46K ﹤0.01%
382
NCLH icon
583
Norwegian Cruise Line
NCLH
$9.81B
$2.46K ﹤0.01%
100
VTWO icon
584
Vanguard Russell 2000 ETF
VTWO
$13.9B
$2.45K ﹤0.01%
+25
LW icon
585
Lamb Weston
LW
$8.33B
$2.38K ﹤0.01%
+41
HUBS icon
586
HubSpot
HUBS
$19.4B
$2.34K ﹤0.01%
5
CFG icon
587
Citizens Financial Group
CFG
$25B
$2.29K ﹤0.01%
43
FOXA icon
588
Fox Class A
FOXA
$31.2B
$2.27K ﹤0.01%
36
SNOW icon
589
Snowflake
SNOW
$75.5B
$2.26K ﹤0.01%
10
FWONK icon
590
Liberty Media Series C
FWONK
$24B
$2.09K ﹤0.01%
20
SIRI icon
591
SiriusXM
SIRI
$7.23B
$2.05K ﹤0.01%
88
EL icon
592
Estee Lauder
EL
$37.6B
$2.03K ﹤0.01%
23
TEVA icon
593
Teva Pharmaceuticals
TEVA
$34.5B
$2.02K ﹤0.01%
100
EXPI icon
594
eXp World Holdings
EXPI
$1.59B
$1.85K ﹤0.01%
174
LAC
595
Lithium Americas
LAC
$1.45B
$1.83K ﹤0.01%
321
MRP
596
Millrose Properties Inc
MRP
$5.11B
$1.75K ﹤0.01%
52
LLYVK icon
597
Liberty Live Group Series C
LLYVK
$7.79B
$1.75K ﹤0.01%
18
ACN icon
598
Accenture
ACN
$169B
$1.73K ﹤0.01%
7
MAT icon
599
Mattel
MAT
$6.38B
$1.63K ﹤0.01%
97
SOHU
600
Sohu.com
SOHU
$431M
$1.56K ﹤0.01%
100