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
$406M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$574K
3
+$485K
4
RBLX icon
Roblox
RBLX
+$325K
5
ROP icon
Roper Technologies
ROP
+$296K

Top Sells

1
+$1.99M
2
+$702K
3
+$653K
4
KSU
Kansas City Southern
KSU
+$273K
5
ACN icon
Accenture
ACN
+$240K

Sector Composition

1 Financials 6.02%
2 Technology 4.57%
3 Healthcare 3.89%
4 Industrials 2.54%
5 Consumer Staples 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$570K 0.14%
24,000
77
$528K 0.13%
1,822
-189
78
$518K 0.13%
1,663
79
$515K 0.13%
3,477
80
$493K 0.12%
4,040
-20
81
$468K 0.12%
6,170
82
$466K 0.11%
1,620
+4
83
$463K 0.11%
3,076
84
$436K 0.11%
7,643
+421
85
$421K 0.1%
8,132
86
$410K 0.1%
5,198
-75
87
$406K 0.1%
7,118
88
$400K 0.1%
758
+7
89
$385K 0.09%
896
-52
90
$382K 0.09%
953
-146
91
$380K 0.09%
1,558
-44
92
$356K 0.09%
2,867
-223
93
$352K 0.09%
1,467
-100
94
$352K 0.09%
2,512
-314
95
$343K 0.08%
24,033
+402
96
$338K 0.08%
1,182
97
$336K 0.08%
1,632
98
$331K 0.08%
6,950
-30
99
$325K 0.08%
4,867
100
$325K 0.08%
+3,609
2 3
4
5 6