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
101
$301K 0.07%
1,005
+5
102
$298K 0.07%
1,353
-114
103
$295K 0.07%
3,260
104
$289K 0.07%
2,825
105
$288K 0.07%
4,868
+1
106
$285K 0.07%
639
+9
107
$282K 0.07%
1,265
+10
108
$262K 0.06%
1,092
+29
109
$252K 0.06%
1,532
+32
110
$250K 0.06%
1,500
111
$249K 0.06%
3,047
112
$244K 0.06%
853
113
$243K 0.06%
2,146
+21
114
$239K 0.06%
1,237
+141
115
$237K 0.06%
300
116
$235K 0.06%
657
117
$227K 0.06%
1,463
-1,613
118
$215K 0.05%
900
119
$208K 0.05%
3,360
120
$204K 0.05%
3,295
+169
121
$200K 0.05%
1,890
+118
122
$200K 0.05%
731
123
$199K 0.05%
4,076
-58
124
$197K 0.05%
1,944
125
$195K 0.05%
2,954
3 4
5
6 7