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
$411M
AUM Growth
+$4.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$1.45M
3
+$1.02M
4
JNJ icon
Johnson & Johnson
JNJ
+$236K
5
RBLX icon
Roblox
RBLX
+$223K

Top Sells

1
+$4.71M
2
+$1.02M
3
+$629K
4
MSI icon
Motorola Solutions
MSI
+$281K
5
HSIC icon
Henry Schein
HSIC
+$253K

Sector Composition

1 Financials 5.75%
2 Technology 4.57%
3 Healthcare 3.87%
4 Consumer Staples 2.2%
5 Industrials 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$952K 0.23%
4,777
+222
52
$904K 0.22%
5,644
-219
53
$884K 0.22%
3,665
-327
54
$884K 0.22%
3,420
-75
55
$870K 0.21%
3,978
-109
56
$854K 0.21%
11,372
-2,718
57
$846K 0.21%
12,000
58
$814K 0.2%
15,079
-1,681
59
$784K 0.19%
8,319
60
$759K 0.18%
12,690
61
$734K 0.18%
17,073
+313
62
$728K 0.18%
12,384
+180
63
$719K 0.17%
9,187
-1,126
64
$717K 0.17%
5,365
-254
65
$680K 0.17%
2,874
66
$677K 0.16%
2,913
-1,207
67
$625K 0.15%
3,434
68
$607K 0.15%
6,032
69
$602K 0.15%
4,233
70
$600K 0.15%
11,021
-3,499
71
$575K 0.14%
12,183
72
$551K 0.13%
7,602
-2,500
73
$547K 0.13%
3,123
74
$534K 0.13%
24,000
75
$529K 0.13%
3,960
-80
1 2
3
4 5