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
126
$198K 0.05%
1,667
127
$198K 0.05%
731
-8
128
$193K 0.05%
1,944
129
$192K 0.05%
508
130
$191K 0.05%
5,110
-120
131
$191K 0.05%
636
132
$191K 0.05%
1,565
133
$191K 0.05%
994
134
$189K 0.05%
3,126
135
$187K 0.05%
1,431
136
$186K 0.05%
1,098
137
$179K 0.04%
3,351
138
$172K 0.04%
2,749
139
$171K 0.04%
1,732
140
$167K 0.04%
480
+38
141
$153K 0.04%
1,465
142
$143K 0.04%
2,137
-766
143
$143K 0.04%
1,445
-325
144
$140K 0.03%
221
145
$139K 0.03%
3,228
146
$136K 0.03%
4,497
+3,802
147
$133K 0.03%
349
148
$132K 0.03%
800
149
$131K 0.03%
598
-5
150
$129K 0.03%
532
4 5
6
7 8