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CFFP

Center for Financial Planning Portfolio holdings

AUM $958M
1-Year Est. Return 15.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$958M
AUM Growth
-$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1 +$75.6M
2 +$2.28M
3 +$1.79M
4
MSFT icon
Microsoft
MSFT
+$1.08M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$818K

Top Sells

1 +$62.1M
2 +$444K
3 +$343K
4
MDT icon
Medtronic
MDT
+$336K
5
USB icon
US Bancorp
USB
+$309K

Sector Composition

1 Financials 3.97%
2 Technology 3.67%
3 Healthcare 2.38%
4 Consumer Discretionary 1.47%
5 Industrials 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FOXA icon
576
Fox Class A
FOXA
$28.6B
$2.1K ﹤0.01%
36
RNG icon
577
RingCentral
RNG
$3.27B
$2.05K ﹤0.01%
55
SIRI icon
578
SiriusXM
SIRI
$9.33B
$2.03K ﹤0.01%
88
PTLO icon
579
Portillo's
PTLO
$292M
$2.02K ﹤0.01%
382
NCLH icon
580
Norwegian Cruise Line
NCLH
$8.67B
$1.87K ﹤0.01%
100
DNN icon
581
Denison Mines
DNN
$2.62B
$1.73K ﹤0.01%
490
FWONK icon
582
Liberty Media Series C
FWONK
$22.1B
$1.7K ﹤0.01%
20
LLYVK icon
583
Liberty Live Group Series C
LLYVK
$8.67B
$1.69K ﹤0.01%
18
CALY
584
Callaway Golf Company
CALY
$2.87B
$1.67K ﹤0.01%
+120
EL icon
585
Estee Lauder
EL
$31.7B
$1.67K ﹤0.01%
23
TDC icon
586
Teradata
TDC
$3.14B
$1.64K ﹤0.01%
64
-88
BMOP
587
BNY Mellon Municipal Opportunities ETF
BMOP
$1.79B
$1.55K ﹤0.01%
+63
SOHU
588
Sohu.com
SOHU
$346M
$1.54K ﹤0.01%
100
SNOW icon
589
Snowflake
SNOW
$82B
$1.51K ﹤0.01%
10
ALC icon
590
Alcon
ALC
$33.1B
$1.51K ﹤0.01%
20
BEEM icon
591
Beam Global
BEEM
$27.3M
$1.47K ﹤0.01%
1,000
NAT icon
592
Nordic American Tanker
NAT
$1.14B
$1.47K ﹤0.01%
250
MAT icon
593
Mattel
MAT
$4.2B
$1.41K ﹤0.01%
97
QS icon
594
QuantumScape Corp
QS
$4.48B
$1.4K ﹤0.01%
219
ACN icon
595
Accenture
ACN
$106B
$1.39K ﹤0.01%
7
MU icon
596
Micron Technology
MU
$1.01T
$1.35K ﹤0.01%
4
LAC
597
Lithium Americas
LAC
$1.52B
$1.27K ﹤0.01%
321
DLB icon
598
Dolby
DLB
$5.12B
$1.26K ﹤0.01%
21
HUBS icon
599
HubSpot
HUBS
$10B
$1.22K ﹤0.01%
5
PNR icon
600
Pentair
PNR
$12B
$1.22K ﹤0.01%
14