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
AMX icon
576
America Movil
AMX
$68.4B
$2.28K ﹤0.01%
160
ACN icon
577
Accenture
ACN
$154B
$2.19K ﹤0.01%
7
FNDE icon
578
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$7.97B
$2.1K ﹤0.01%
+68
CVCO icon
579
Cavco Industries
CVCO
$4.68B
$2.08K ﹤0.01%
4
EXPD icon
580
Expeditors International
EXPD
$16B
$2.04K ﹤0.01%
17
BEEM icon
581
Beam Global
BEEM
$53.1M
$2.04K ﹤0.01%
1,000
OPEN icon
582
Opendoor
OPEN
$5.91B
$2.04K ﹤0.01%
2,000
FOXA icon
583
Fox Class A
FOXA
$26.5B
$2.04K ﹤0.01%
36
TLT icon
584
iShares 20+ Year Treasury Bond ETF
TLT
$49.2B
$2K ﹤0.01%
+22
FNDF icon
585
Schwab Fundamental International Large Company Index ETF
FNDF
$18.6B
$1.99K ﹤0.01%
+55
SIRI icon
586
SiriusXM
SIRI
$7.21B
$1.98K ﹤0.01%
88
ATI icon
587
ATI
ATI
$12.3B
$1.93K ﹤0.01%
37
FNDA icon
588
Schwab Fundamental US Small Company Index ETF
FNDA
$9.31B
$1.92K ﹤0.01%
+70
ALC icon
589
Alcon
ALC
$37.6B
$1.9K ﹤0.01%
20
NCLH icon
590
Norwegian Cruise Line
NCLH
$10.7B
$1.9K ﹤0.01%
100
MAT icon
591
Mattel
MAT
$5.94B
$1.89K ﹤0.01%
97
XLK icon
592
Technology Select Sector SPDR Fund
XLK
$96.5B
$1.86K ﹤0.01%
9
FWONK icon
593
Liberty Media Series C
FWONK
$23.7B
$1.8K ﹤0.01%
20
CFG icon
594
Citizens Financial Group
CFG
$22.5B
$1.76K ﹤0.01%
43
CASY icon
595
Casey's General Stores
CASY
$19.7B
$1.74K ﹤0.01%
4
EXPI icon
596
eXp World Holdings
EXPI
$1.78B
$1.7K ﹤0.01%
174
LBRDK icon
597
Liberty Broadband Class C
LBRDK
$8.08B
$1.7K ﹤0.01%
20
FSS icon
598
Federal Signal
FSS
$7.62B
$1.69K ﹤0.01%
23
DLB icon
599
Dolby
DLB
$6.46B
$1.69K ﹤0.01%
21
LII icon
600
Lennox International
LII
$17.4B
$1.68K ﹤0.01%
3