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
76
$510K 0.12%
3,417
-60
77
$510K 0.12%
1,822
78
$496K 0.12%
6,559
+2,950
79
$488K 0.12%
1,663
80
$482K 0.12%
4,317
-942
81
$474K 0.12%
7,975
+857
82
$473K 0.12%
6,395
+225
83
$420K 0.1%
7,515
-128
84
$414K 0.1%
8,132
85
$406K 0.1%
1,587
-33
86
$400K 0.1%
655
-103
87
$386K 0.09%
896
88
$378K 0.09%
3,013
+146
89
$374K 0.09%
958
+5
90
$372K 0.09%
24,033
91
$354K 0.09%
2,663
+151
92
$348K 0.08%
1,182
93
$341K 0.08%
4,372
-826
94
$339K 0.08%
7,000
+50
95
$335K 0.08%
2,871
96
$327K 0.08%
16,051
-11,635
97
$326K 0.08%
1,878
+153
98
$322K 0.08%
1,642
+10
99
$305K 0.07%
6,570
+354
100
$303K 0.07%
1,754
+13
2 3
4
5 6