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
101
$323K 0.08%
2,871
-64
102
$321K 0.08%
1,741
103
$320K 0.08%
3,260
104
$318K 0.08%
1,000
105
$296K 0.07%
+630
106
$293K 0.07%
1,255
+48
107
$292K 0.07%
6,216
+30
108
$288K 0.07%
2,825
109
$274K 0.07%
1,725
+7
110
$258K 0.06%
1,063
111
$256K 0.06%
3,002
112
$253K 0.06%
3,406
113
$244K 0.06%
3,047
114
$244K 0.06%
1,500
115
$241K 0.06%
300
116
$239K 0.06%
900
117
$233K 0.06%
1,096
-66
118
$233K 0.06%
657
119
$232K 0.06%
1,500
120
$220K 0.05%
2,125
+570
121
$204K 0.05%
853
122
$204K 0.05%
1,772
+15
123
$203K 0.05%
3,360
124
$201K 0.05%
4,134
+2
125
$199K 0.05%
2,954
-230
3 4
5
6 7