We are live on ! Find out more
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
APD icon
101
Air Products & Chemicals
APD
$62B
$582K 0.06%
2,004
+70
QSPT icon
102
FT Vest Nasdaq-100 Buffer ETF September
QSPT
$620M
$580K 0.06%
18,950
DHR icon
103
Danaher
DHR
$133B
$580K 0.06%
3,057
NFLX icon
104
Netflix
NFLX
$346B
$534K 0.06%
5,550
+700
DRI icon
105
Darden Restaurants
DRI
$22.9B
$517K 0.05%
2,639
+85
VHT icon
106
Vanguard Health Care ETF
VHT
$17B
$511K 0.05%
1,875
+230
JCI icon
107
Johnson Controls International
JCI
$88.7B
$510K 0.05%
3,891
-322
EVSD
108
Eaton Vance Short Duration Income ETF
EVSD
$1.26B
$500K 0.05%
9,810
EFA icon
109
iShares MSCI EAFE ETF
EFA
$76B
$496K 0.05%
5,103
ADBE icon
110
Adobe
ADBE
$96.6B
$488K 0.05%
2,006
+1,291
CMI icon
111
Cummins
CMI
$91.1B
$481K 0.05%
894
-15
TJX icon
112
TJX Companies
TJX
$181B
$478K 0.05%
2,996
AMGN icon
113
Amgen
AMGN
$187B
$475K 0.05%
1,349
O icon
114
Realty Income
O
$56.9B
$442K 0.05%
7,222
-76
EFV icon
115
iShares MSCI EAFE Value ETF
EFV
$26.2B
$436K 0.05%
5,861
-80
AMAT icon
116
Applied Materials
AMAT
$396B
$433K 0.05%
1,267
+433
IYW icon
117
iShares US Technology ETF
IYW
$23.9B
$433K 0.05%
2,384
SPGI icon
118
S&P Global
SPGI
$126B
$422K 0.04%
993
+128
GIS icon
119
General Mills
GIS
$18B
$409K 0.04%
10,980
-86
ANET icon
120
Arista Networks
ANET
$191B
$399K 0.04%
3,250
PFE icon
121
Pfizer
PFE
$147B
$384K 0.04%
13,670
-1,078
YUM icon
122
Yum! Brands
YUM
$41.6B
$382K 0.04%
2,457
DIS icon
123
Walt Disney
DIS
$172B
$374K 0.04%
3,880
-35
MUB icon
124
iShares National Muni Bond ETF
MUB
$45.2B
$374K 0.04%
3,521
MO icon
125
Altria Group
MO
$119B
$363K 0.04%
5,507
3 4
5
6 7