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
151
$127K 0.03%
2,603
152
$124K 0.03%
880
+17
153
$123K 0.03%
1,692
-300
154
$116K 0.03%
1,001
155
$115K 0.03%
2,416
-1,017
156
$114K 0.03%
821
157
$113K 0.03%
+2,519
158
$112K 0.03%
1,375
159
$111K 0.03%
3,325
160
$108K 0.03%
1,850
161
$107K 0.03%
675
-48
162
$107K 0.03%
900
163
$103K 0.03%
1,325
-30
164
$102K 0.03%
297
165
$101K 0.02%
672
166
$97K 0.02%
1,325
167
$94K 0.02%
523
168
$92K 0.02%
2,738
169
$91K 0.02%
230
170
$89K 0.02%
+1,518
171
$89K 0.02%
765
172
$88K 0.02%
1,602
-74
173
$88K 0.02%
1,562
+1
174
$85K 0.02%
290
175
$84K 0.02%
1,182
5 6
7
8 9