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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
ETR icon
126
Entergy
ETR
$50.2B
$356K 0.04%
3,164
NXPI icon
127
NXP Semiconductors
NXPI
$71B
$351K 0.04%
1,784
ZTS icon
128
Zoetis
ZTS
$34.3B
$345K 0.04%
2,921
+2,758
ALL icon
129
Allstate
ALL
$56.4B
$343K 0.04%
1,653
-290
MDLZ icon
130
Mondelez International
MDLZ
$80.9B
$342K 0.04%
5,931
T icon
131
AT&T
T
$159B
$341K 0.04%
11,778
-507
HBAN icon
132
Huntington Bancshares
HBAN
$34B
$340K 0.04%
21,722
GE icon
133
GE Aerospace
GE
$335B
$333K 0.03%
1,172
-44
LMT icon
134
Lockheed Martin
LMT
$121B
$327K 0.03%
541
DTM icon
135
DT Midstream
DTM
$14.4B
$324K 0.03%
2,410
+50
ARTY
136
iShares Future AI & Tech ETF
ARTY
$3.46B
$322K 0.03%
6,910
GLD icon
137
SPDR Gold Trust
GLD
$140B
$311K 0.03%
722
-82
ASML icon
138
ASML
ASML
$650B
$309K 0.03%
234
-23
FANG icon
139
Diamondback Energy
FANG
$54.5B
$307K 0.03%
1,551
+16
QMAR icon
140
FT Vest Growth-100 Buffer ETF March
QMAR
$550M
$302K 0.03%
8,985
VYM icon
141
Vanguard High Dividend Yield ETF
VYM
$77.7B
$292K 0.03%
1,975
-43
CMCSA icon
142
Comcast
CMCSA
$85.2B
$289K 0.03%
10,081
+480
TIP icon
143
iShares TIPS Bond ETF
TIP
$14.8B
$285K 0.03%
2,580
-71
COST icon
144
Costco
COST
$434B
$280K 0.03%
281
-9
BBY icon
145
Best Buy
BBY
$15.8B
$277K 0.03%
4,319
+200
ORCL icon
146
Oracle
ORCL
$574B
$272K 0.03%
1,847
-18
AJG icon
147
Arthur J. Gallagher & Co
AJG
$56.3B
$265K 0.03%
1,223
UBER icon
148
Uber
UBER
$142B
$259K 0.03%
3,605
+725
MFC icon
149
Manulife Financial
MFC
$64.1B
$258K 0.03%
7,487
+565
ROK icon
150
Rockwell Automation
ROK
$49.9B
$254K 0.03%
707
-60
4 5
6
7 8