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CFFP

Center for Financial Planning Portfolio holdings

AUM $958M
1-Year Est. Return 15.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$958M
AUM Growth
-$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1
+$75.6M
2
+$2.28M
3
+$1.79M
4
MSFT icon
Microsoft
MSFT
+$1.08M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$818K

Top Sells

1
+$62.1M
2
+$444K
3
+$343K
4
MDT icon
Medtronic
MDT
+$336K
5
USB icon
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
EMR icon
76
Emerson Electric
EMR
$78.7B
$814K 0.09%
6,213
-566
GEV icon
77
GE Vernova
GEV
$242B
$808K 0.08%
926
-1
DAN icon
78
Dana Inc
DAN
$3.94B
$808K 0.08%
24,000
DAL icon
79
Delta Air Lines
DAL
$52.4B
$796K 0.08%
11,972
-320
IWM icon
80
iShares Russell 2000 ETF
IWM
$78.5B
$795K 0.08%
3,205
-33
ADI icon
81
Analog Devices
ADI
$195B
$793K 0.08%
2,493
+88
IWN icon
82
iShares Russell 2000 Value ETF
IWN
$13.9B
$771K 0.08%
4,069
-630
CSCO icon
83
Cisco
CSCO
$476B
$766K 0.08%
9,878
-208
IBM icon
84
IBM
IBM
$263B
$763K 0.08%
3,147
-18
OMC icon
85
Omnicom Group
OMC
$21.4B
$739K 0.08%
9,818
META icon
86
Meta Platforms (Facebook)
META
$1.5T
$739K 0.08%
1,292
+34
CB icon
87
Chubb
CB
$126B
$735K 0.08%
2,255
+45
IJS icon
88
iShares S&P Small-Cap 600 Value ETF
IJS
$7.91B
$723K 0.08%
6,102
AMD icon
89
Advanced Micro Devices
AMD
$772B
$715K 0.07%
3,513
CME icon
90
CME Group
CME
$93.2B
$657K 0.07%
2,224
+51
DOV icon
91
Dover
DOV
$29.7B
$641K 0.07%
3,074
DFUV icon
92
Dimensional US Marketwide Value ETF
DFUV
$14.9B
$640K 0.07%
13,216
TT icon
93
Trane Technologies
TT
$103B
$636K 0.07%
1,527
-344
F icon
94
Ford
F
$59.3B
$633K 0.07%
54,866
-329
PGR icon
95
Progressive
PGR
$118B
$629K 0.07%
3,171
BUFD icon
96
FT Vest Fund of Deep Buffer ETFs
BUFD
$1.87B
$612K 0.06%
21,862
SCHV icon
97
Schwab US Large-Cap Value ETF
SCHV
$15.6B
$606K 0.06%
19,879
+346
V icon
98
Visa
V
$615B
$606K 0.06%
2,005
+170
VZ icon
99
Verizon
VZ
$189B
$598K 0.06%
11,909
-701
RTX icon
100
RTX Corp
RTX
$243B
$583K 0.06%
3,021
2 3
4
5 6