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
$936M
AUM Growth
+$63.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1 +$3.46M
2 +$2.07M
3 +$1.91M
4
AAPL icon
Apple
AAPL
+$1.04M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$632K

Sector Composition

1 Financials 4.32%
2 Technology 4.08%
3 Healthcare 2.39%
4 Consumer Discretionary 1.57%
5 Industrials 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
RNG icon
601
RingCentral
RNG
$2.66B
$1.56K ﹤0.01%
55
PNR icon
602
Pentair
PNR
$17.3B
$1.55K ﹤0.01%
14
DLB icon
603
Dolby
DLB
$6.45B
$1.52K ﹤0.01%
21
ALC icon
604
Alcon
ALC
$38.7B
$1.49K ﹤0.01%
20
NMAX
605
Newsmax Inc
NMAX
$1.25B
$1.49K ﹤0.01%
120
CURB
606
Curbline Properties
CURB
$2.41B
$1.38K ﹤0.01%
62
TDC icon
607
Teradata
TDC
$2.92B
$1.38K ﹤0.01%
64
VIST icon
608
Vista Energy
VIST
$5.16B
$1.38K ﹤0.01%
+40
DNN icon
609
Denison Mines
DNN
$2.34B
$1.35K ﹤0.01%
490
WY icon
610
Weyerhaeuser
WY
$16.9B
$1.29K ﹤0.01%
52
LBRDK icon
611
Liberty Broadband Class C
LBRDK
$6.88B
$1.27K ﹤0.01%
20
SMR icon
612
NuScale Power
SMR
$5.19B
$1.26K ﹤0.01%
35
BEAM icon
613
Beam Therapeutics
BEAM
$2.78B
$1.21K ﹤0.01%
50
ADNT icon
614
Adient
ADNT
$1.49B
$1.2K ﹤0.01%
50
HLN icon
615
Haleon
HLN
$42.4B
$1.12K ﹤0.01%
125
-607
ALAR
616
Alarum Technologies
ALAR
$54.6M
$1.03K ﹤0.01%
69
FWONA icon
617
Liberty Media Series A
FWONA
$21.6B
$953 ﹤0.01%
10
MNKD icon
618
MannKind Corp
MNKD
$1.82B
$935 ﹤0.01%
174
RIVN icon
619
Rivian
RIVN
$22.6B
$881 ﹤0.01%
60
LLYVA icon
620
Liberty Live Group Series A
LLYVA
$7.62B
$849 ﹤0.01%
9
TY icon
621
TRI-Continental Corp
TY
$1.7B
$816 ﹤0.01%
24
NAT icon
622
Nordic American Tanker
NAT
$726M
$785 ﹤0.01%
250
BEPC icon
623
Brookfield Renewable
BEPC
$6.96B
$758 ﹤0.01%
22
ORC
624
Orchid Island Capital
ORC
$1.2B
$701 ﹤0.01%
100
CRSP icon
625
CRISPR Therapeutics
CRSP
$5.4B
$649 ﹤0.01%
10