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
$872M
AUM Growth
+$89.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
724
New
Increased
Reduced
Closed

Top Sells

1 +$36.2M
2 +$1M
3 +$328K
4
MRK icon
Merck
MRK
+$299K
5
LHX icon
L3Harris
LHX
+$219K

Sector Composition

1 Financials 4.47%
2 Technology 3.87%
3 Healthcare 2.3%
4 Consumer Discretionary 1.53%
5 Industrials 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EXPI icon
576
eXp World Holdings
EXPI
$1.71B
$1.58K ﹤0.01%
174
DLB icon
577
Dolby
DLB
$6.28B
$1.56K ﹤0.01%
21
RNG icon
578
RingCentral
RNG
$2.36B
$1.56K ﹤0.01%
55
MRP
579
Millrose Properties Inc
MRP
$5.17B
$1.48K ﹤0.01%
52
LLYVK icon
580
Liberty Live Group Series C
LLYVK
$7.68B
$1.46K ﹤0.01%
18
BEEM icon
581
Beam Global
BEEM
$32.1M
$1.46K ﹤0.01%
1,000
MATX icon
582
Matsons
MATX
$3.33B
$1.45K ﹤0.01%
13
MOG.A icon
583
Moog Inc Class A
MOG.A
$6.38B
$1.45K ﹤0.01%
8
PNR icon
584
Pentair
PNR
$17.1B
$1.44K ﹤0.01%
14
TDC icon
585
Teradata
TDC
$2.54B
$1.43K ﹤0.01%
64
HWKN icon
586
Hawkins
HWKN
$2.64B
$1.42K ﹤0.01%
10
CURB
587
Curbline Properties
CURB
$2.45B
$1.42K ﹤0.01%
62
CHPT icon
588
ChargePoint
CHPT
$202M
$1.41K ﹤0.01%
+100
SMR icon
589
NuScale Power
SMR
$3.76B
$1.39K ﹤0.01%
35
WY icon
590
Weyerhaeuser
WY
$16B
$1.34K ﹤0.01%
52
SOHU
591
Sohu.com
SOHU
$431M
$1.33K ﹤0.01%
100
WSM icon
592
Williams-Sonoma
WSM
$22.2B
$1.31K ﹤0.01%
8
MARA icon
593
Marathon Digital Holdings
MARA
$4.53B
$1.24K ﹤0.01%
79
SLDP icon
594
Solid Power
SLDP
$1.16B
$1.09K ﹤0.01%
+500
OPEN icon
595
Opendoor
OPEN
$6.28B
$1.07K ﹤0.01%
2,000
LBRDA icon
596
Liberty Broadband Class A
LBRDA
$6.7B
$979 ﹤0.01%
10
ADNT icon
597
Adient
ADNT
$1.59B
$973 ﹤0.01%
50
FWONA icon
598
Liberty Media Series A
FWONA
$22.5B
$950 ﹤0.01%
10
ALAR
599
Alarum Technologies
ALAR
$94.3M
$934 ﹤0.01%
69
DNN icon
600
Denison Mines
DNN
$2.23B
$892 ﹤0.01%
490