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

Top Buys

1
+$4.74M
2
+$3.2M
3
+$2.16M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.28M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$790K

Top Sells

1
+$727K
2
+$458K
3
+$353K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$345K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$185K

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
BETZ icon
576
Roundhill Sports Betting & iGaming ETF
BETZ
$52M
$3.67K ﹤0.01%
175
OKLO
577
Oklo
OKLO
$9.59B
$3.59K ﹤0.01%
50
EMN icon
578
Eastman Chemical
EMN
$7.89B
$3.58K ﹤0.01%
+56
ARR
579
Armour Residential REIT
ARR
$2.13B
$3.54K ﹤0.01%
200
TLH icon
580
iShares 10-20 Year Treasury Bond ETF
TLH
$12.6B
$3.46K ﹤0.01%
+34
DKNG icon
581
DraftKings
DKNG
$12.4B
$3.45K ﹤0.01%
100
FSLR icon
582
First Solar
FSLR
$21.2B
$3.4K ﹤0.01%
13
AMX icon
583
America Movil
AMX
$72B
$3.31K ﹤0.01%
160
PAYX icon
584
Paychex
PAYX
$34.1B
$3.25K ﹤0.01%
+29
CLX icon
585
Clorox
CLX
$14B
$3.13K ﹤0.01%
31
-169
TEVA icon
586
Teva Pharmaceuticals
TEVA
$36.7B
$3.12K ﹤0.01%
100
BAI
587
iShares A.I. Innovation and Tech Active ETF
BAI
$8.84B
$3K ﹤0.01%
+90
OWL icon
588
Blue Owl Capital
OWL
$6.3B
$2.99K ﹤0.01%
200
MAN icon
589
ManpowerGroup
MAN
$1.29B
$2.97K ﹤0.01%
100
DGRO icon
590
iShares Core Dividend Growth ETF
DGRO
$37.8B
$2.85K ﹤0.01%
+41
SOLS
591
Solstice Advanced Materials
SOLS
$11.9B
$2.82K ﹤0.01%
+58
THRO
592
iShares U.S. Thematic Rotation Active ETF
THRO
$7.37B
$2.78K ﹤0.01%
+72
KHC icon
593
Kraft Heinz
KHC
$28B
$2.77K ﹤0.01%
114
+10
EMXC icon
594
iShares MSCI Emerging Markets ex China ETF
EMXC
$16.8B
$2.76K ﹤0.01%
+38
EBAY icon
595
eBay
EBAY
$40.7B
$2.7K ﹤0.01%
+31
ZBH icon
596
Zimmer Biomet
ZBH
$17.9B
$2.7K ﹤0.01%
30
NB
597
NioCorp Developments
NB
$704M
$2.65K ﹤0.01%
+500
FOXA icon
598
Fox Class A
FOXA
$24.7B
$2.63K ﹤0.01%
36
VOYG
599
Voyager Technologies
VOYG
$1.65B
$2.61K ﹤0.01%
100
XLK icon
600
State Street Technology Select Sector SPDR ETF
XLK
$88.3B
$2.59K ﹤0.01%
18
22 23
24
25 26