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

Top Buys

1
+$36.7M
2
+$25.4M
3
+$2.16M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.03M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$761K

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
MCD icon
51
McDonald's
MCD
$218B
$1.45M 0.17%
4,968
-124
IVV icon
52
iShares Core S&P 500 ETF
IVV
$672B
$1.36M 0.16%
2,188
-19
NVDA icon
53
NVIDIA
NVDA
$4.53T
$1.33M 0.15%
8,429
+367
SPGI icon
54
S&P Global
SPGI
$149B
$1.29M 0.15%
2,437
VTEB icon
55
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.8B
$1.19M 0.14%
24,216
+15,524
MMM icon
56
3M
MMM
$89.5B
$1.13M 0.13%
7,432
UNP icon
57
Union Pacific
UNP
$128B
$1.13M 0.13%
4,909
+20
GOOGL icon
58
Alphabet (Google) Class A
GOOGL
$3.14T
$1.12M 0.13%
6,345
+374
WMT icon
59
Walmart
WMT
$846B
$1.1M 0.13%
11,286
+401
PM icon
60
Philip Morris
PM
$245B
$1.08M 0.12%
5,945
+231
ITW icon
61
Illinois Tool Works
ITW
$71.6B
$1.07M 0.12%
4,338
-8
TSLA icon
62
Tesla
TSLA
$1.44T
$1.04M 0.12%
3,284
+210
VEA icon
63
Vanguard FTSE Developed Markets ETF
VEA
$180B
$1.03M 0.12%
18,048
-2,479
ISTB icon
64
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.5B
$1.01M 0.12%
20,845
AMT icon
65
American Tower
AMT
$89.7B
$1.01M 0.12%
4,569
+255
TT icon
66
Trane Technologies
TT
$94.8B
$935K 0.11%
2,137
-46
MRK icon
67
Merck
MRK
$219B
$924K 0.11%
11,669
-3,779
META icon
68
Meta Platforms (Facebook)
META
$1.85T
$923K 0.11%
1,250
+154
EMR icon
69
Emerson Electric
EMR
$74.7B
$902K 0.1%
6,763
IBM icon
70
IBM
IBM
$287B
$889K 0.1%
3,014
+95
PRF icon
71
Invesco FTSE RAFI US 1000 ETF
PRF
$8.72B
$864K 0.1%
20,442
+3
QQQ icon
72
Invesco QQQ Trust
QQQ
$392B
$861K 0.1%
1,560
+43
PGR icon
73
Progressive
PGR
$128B
$846K 0.1%
3,171
QMAR icon
74
FT Vest Growth-100 Buffer ETF March
QMAR
$459M
$846K 0.1%
27,296
+9,935
IWR icon
75
iShares Russell Mid-Cap ETF
IWR
$45.2B
$828K 0.1%
9,002
+100
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3
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