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
MATX icon
601
Matsons
MATX
$2.96B
$1.67K ﹤0.01%
13
FSLR icon
602
First Solar
FSLR
$25.9B
$1.64K ﹤0.01%
13
FIX icon
603
Comfort Systems
FIX
$34.6B
$1.61K ﹤0.01%
5
AIT icon
604
Applied Industrial Technologies
AIT
$9.83B
$1.58K ﹤0.01%
7
SCHW icon
605
Charles Schwab
SCHW
$171B
$1.57K ﹤0.01%
20
SPXC icon
606
SPX Corp
SPXC
$9.59B
$1.55K ﹤0.01%
12
TEVA icon
607
Teva Pharmaceuticals
TEVA
$21.7B
$1.54K ﹤0.01%
100
GPI icon
608
Group 1 Automotive
GPI
$5.49B
$1.53K ﹤0.01%
4
WY icon
609
Weyerhaeuser
WY
$17.2B
$1.52K ﹤0.01%
52
CURB
610
Curbline Properties
CURB
$2.58B
$1.5K ﹤0.01%
62
EME icon
611
Emcor
EME
$33.5B
$1.48K ﹤0.01%
4
SNOW icon
612
Snowflake
SNOW
$87.4B
$1.46K ﹤0.01%
10
TDC icon
613
Teradata
TDC
$2.02B
$1.44K ﹤0.01%
64
M icon
614
Macy's
M
$5.03B
$1.4K ﹤0.01%
111
MOG.A icon
615
Moog Inc Class A
MOG.A
$6.72B
$1.39K ﹤0.01%
8
MRP
616
Millrose Properties Inc
MRP
$5.38B
$1.38K ﹤0.01%
+52
MMSI icon
617
Merit Medical Systems
MMSI
$4.9B
$1.38K ﹤0.01%
13
RNG icon
618
RingCentral
RNG
$2.71B
$1.36K ﹤0.01%
55
BMI icon
619
Badger Meter
BMI
$5.52B
$1.33K ﹤0.01%
7
SOHU
620
Sohu.com
SOHU
$446M
$1.32K ﹤0.01%
100
IXN icon
621
iShares Global Tech ETF
IXN
$6.54B
$1.29K ﹤0.01%
+17
RACE icon
622
Ferrari
RACE
$72.5B
$1.28K ﹤0.01%
3
CW icon
623
Curtiss-Wright
CW
$21.5B
$1.27K ﹤0.01%
4
WSM icon
624
Williams-Sonoma
WSM
$23B
$1.26K ﹤0.01%
8
ZM icon
625
Zoom
ZM
$25.2B
$1.25K ﹤0.01%
17