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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
BEAM icon
601
Beam Therapeutics
BEAM
$3.1B
$1.19K ﹤0.01%
50
PCG icon
602
PG&E
PCG
$36.7B
$1.18K ﹤0.01%
67
-67
BKMI
603
BNY Mellon Municipal Intermediate ETF
BKMI
$1.72B
$1.07K ﹤0.01%
+41
AGNT
604
eXp World Holdings
AGNT
$799M
$1.04K ﹤0.01%
174
ADNT icon
605
Adient
ADNT
$1.74B
$1.01K ﹤0.01%
50
LBRDK icon
606
Liberty Broadband Class C
LBRDK
$4.5B
$1.01K ﹤0.01%
20
BEPC icon
607
Brookfield Renewable
BEPC
$7.07B
$877 ﹤0.01%
22
MNKD icon
608
MannKind Corp
MNKD
$1.09B
$868 ﹤0.01%
354
+180
RIG icon
609
Transocean
RIG
$6.51B
$862 ﹤0.01%
130
STIP icon
610
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
$828 ﹤0.01%
+8
LLYVA icon
611
Liberty Live Group Series A
LLYVA
$8.38B
$825 ﹤0.01%
9
TY icon
612
TRI-Continental Corp
TY
$1.86B
$790 ﹤0.01%
25
FWONA icon
613
Liberty Media Series A
FWONA
$20.4B
$781 ﹤0.01%
10
BEP icon
614
Brookfield Renewable
BEP
$11.1B
$719 ﹤0.01%
22
ORC
615
Orchid Island Capital
ORC
$1.32B
$703 ﹤0.01%
100
NMAX
616
Newsmax Inc
NMAX
$1.17B
$627 ﹤0.01%
120
LBRDA icon
617
Liberty Broadband Class A
LBRDA
$4.49B
$503 ﹤0.01%
10
CRSP icon
618
CRISPR Therapeutics
CRSP
$5.04B
$476 ﹤0.01%
10
ALAR
619
Alarum Technologies
ALAR
$67.9M
$412 ﹤0.01%
69
SMR icon
620
NuScale Power
SMR
$3.45B
$380 ﹤0.01%
35
SAFE
621
Safehold
SAFE
$1.15B
$352 ﹤0.01%
26
NBR icon
622
Nabors Industries
NBR
$1.4B
$345 ﹤0.01%
4
ENPH icon
623
Enphase Energy
ENPH
$6.74B
$341 ﹤0.01%
9
RACE icon
624
Ferrari
RACE
$63B
$339 ﹤0.01%
1
FLGT icon
625
Fulgent Genetics
FLGT
$521M
$318 ﹤0.01%
20