CFFP

Center for Financial Planning Portfolio holdings

AUM $961M
1-Year Est. Return 15.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.84%
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
+$12.6M
2
+$1.6M
3
+$1.03M
4
JNJ icon
Johnson & Johnson
JNJ
+$249K
5
RBLX icon
Roblox
RBLX
+$242K

Top Sells

1
+$4.92M
2
+$953K
3
+$657K
4
MSI icon
Motorola Solutions
MSI
+$280K
5
DOV icon
Dover
DOV
+$267K

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
126
$193K 0.05%
1,684
+17
127
$191K 0.05%
994
128
$190K 0.05%
+5,346
129
$189K 0.05%
636
130
$187K 0.05%
5,110
131
$184K 0.04%
+1,212
132
$184K 0.04%
1,565
133
$182K 0.04%
1,431
134
$179K 0.04%
3,351
135
$174K 0.04%
1,781
+49
136
$171K 0.04%
495
-13
137
$166K 0.04%
780
-778
138
$164K 0.04%
1,173
+293
139
$160K 0.04%
2,749
140
$157K 0.04%
1,098
141
$151K 0.04%
1,465
142
$150K 0.04%
443
-37
143
$137K 0.03%
221
144
$137K 0.03%
1,445
145
$136K 0.03%
1,582
-1,420
146
$133K 0.03%
800
147
$132K 0.03%
2,137
148
$130K 0.03%
349
149
$127K 0.03%
598
150
$125K 0.03%
1,692
4 5
6
7 8