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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
NEM icon
176
Newmont
NEM
$104B
$195K 0.02%
1,800
+1,700
APH icon
177
Amphenol
APH
$185B
$194K 0.02%
1,535
+15
HAL icon
178
Halliburton
HAL
$32.9B
$193K 0.02%
4,961
-742
DUK icon
179
Duke Energy
DUK
$96.5B
$188K 0.02%
1,438
-35
EEM icon
180
iShares MSCI Emerging Markets ETF
EEM
$28.9B
$187K 0.02%
3,284
+2,612
VNQ icon
181
Vanguard Real Estate ETF
VNQ
$37.9B
$178K 0.02%
2,004
-480
DXCM icon
182
DexCom
DXCM
$30.3B
$171K 0.02%
2,730
+25
BA icon
183
Boeing
BA
$170B
$165K 0.02%
829
-5
DIA icon
184
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$44B
$165K 0.02%
356
SWK icon
185
Stanley Black & Decker
SWK
$12.3B
$164K 0.02%
2,308
HWM icon
186
Howmet Aerospace
HWM
$100B
$161K 0.02%
700
CLS icon
187
Celestica
CLS
$41.3B
$160K 0.02%
567
CEG icon
188
Constellation Energy
CEG
$88.6B
$159K 0.02%
570
+425
VPU icon
189
Vanguard Utilities ETF
VPU
$8.43B
$155K 0.02%
783
MA icon
190
Mastercard
MA
$436B
$150K 0.02%
300
IVW icon
191
iShares S&P 500 Growth ETF
IVW
$72.4B
$149K 0.02%
1,318
-51
VEU icon
192
Vanguard FTSE All-World ex-US ETF
VEU
$64.9B
$143K 0.02%
1,909
IEF icon
193
iShares 7-10 Year Treasury Bond ETF
IEF
$46.9B
$142K 0.01%
1,490
FRDM icon
194
Freedom 100 Emerging Markets ETF
FRDM
$3.38B
$142K 0.01%
2,600
+1,950
SO icon
195
Southern Company
SO
$104B
$141K 0.01%
1,459
-80
JBL icon
196
Jabil
JBL
$37.5B
$140K 0.01%
527
RDDT icon
197
Reddit
RDDT
$34B
$140K 0.01%
1,037
+579
IWY icon
198
iShares Russell Top 200 Growth ETF
IWY
$16.7B
$139K 0.01%
559
NUE icon
199
Nucor
NUE
$57B
$139K 0.01%
822
MDT icon
200
Medtronic
MDT
$105B
$138K 0.01%
1,594
-3,512
6 7
8
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