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
151
$123K 0.03%
4,497
152
$115K 0.03%
1,325
153
$112K 0.03%
2,519
154
$111K 0.03%
288
155
$111K 0.03%
1,001
156
$110K 0.03%
2,416
157
$109K 0.03%
1,850
158
$108K 0.03%
821
159
$106K 0.03%
462
-70
160
$105K 0.03%
900
161
$104K 0.03%
3,325
162
$103K 0.03%
230
163
$103K 0.03%
672
164
$100K 0.02%
297
165
$97K 0.02%
1,325
166
$95K 0.02%
1,182
167
$95K 0.02%
600
-75
168
$90K 0.02%
2,738
169
$89K 0.02%
1,663
+101
170
$88K 0.02%
765
171
$87K 0.02%
523
172
$87K 0.02%
1,518
173
$86K 0.02%
+1,865
174
$85K 0.02%
258
175
$82K 0.02%
965
-40
5 6
7
8 9