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CFFP
Center for Financial Planning Portfolio holdings
AUM
$958M
1-Year Est. Return
15.26%
This Fund
S&P 500
1 Year Est. Return
+15.26%
AUM
$958M
AUM Growth
-$3.11M
(-0.32%)
Holding
735
Top Buys
| 1 | +$75.6M | |
| 2 | +$2.28M | |
| 3 | +$1.79M | |
| 4 |
Microsoft
MSFT
|
+$1.08M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$818K |
Top Sells
| 1 | +$62.1M | |
| 2 | +$444K | |
| 3 | +$343K | |
| 4 |
Medtronic
MDT
|
+$336K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
726
Fastenal
FAST
$53.5B
| – | – |
-107
|
|
||
727
FedEx
FDX
$78.7B
| – | – |
-200
|
|
||
728
Paychex
PAYX
$35.5B
| – | – |
-29
|
|
||
729
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.38B
| – | – |
-17
|
|
||
730
ResMed
RMD
$28.5B
| – | – |
-300
|
|
||
731
Schwab US TIPS ETF
SCHP
$15.6B
| – | – |
-10
|
|
||
732
Shell
SHEL
$237B
| – | – |
-112
|
|
||
733
iShares 1-3 Year Treasury Bond ETF
SHY
$25.3B
| – | – |
-50
|
|
||
734
Sumitomo Mitsui Financial
SMFG
$147B
| – | – |
-323
|
|
||
735
Sony
SONY
$126B
| – | – |
-510
|
|