CFFP

Center for Financial Planning Portfolio holdings

AUM $936M
1-Year Est. Return 13.21%
This Quarter Est. Return
1 Year Est. Return
+13.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$936M
AUM Growth
+$63.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$2.07M
3
+$1.91M
4
AAPL icon
Apple
AAPL
+$1.04M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$632K

Top Sells

1
+$2.23M
2
+$710K
3
+$638K
4
QMAR icon
FT Vest Growth-100 Buffer ETF March
QMAR
+$589K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$181K

Sector Composition

1 Financials 4.32%
2 Technology 4.08%
3 Healthcare 2.39%
4 Consumer Discretionary 1.57%
5 Industrials 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NOW icon
176
ServiceNow
NOW
$159B
$182K 0.02%
198
EW icon
177
Edwards Lifesciences
EW
$49.2B
$181K 0.02%
2,321
-227
SWK icon
178
Stanley Black & Decker
SWK
$11.3B
$172K 0.02%
2,308
AMAT icon
179
Applied Materials
AMAT
$201B
$171K 0.02%
834
MA icon
180
Mastercard
MA
$508B
$171K 0.02%
300
CDNS icon
181
Cadence Design Systems
CDNS
$85.8B
$170K 0.02%
483
+158
DUK icon
182
Duke Energy
DUK
$91.4B
$170K 0.02%
1,370
CAT icon
183
Caterpillar
CAT
$265B
$167K 0.02%
350
DIA icon
184
SPDR Dow Jones Industrial Average ETF Trust
DIA
$42.8B
$165K 0.02%
356
MFM
185
MFS Municipal Income Trust
MFM
$222M
$162K 0.02%
+30,000
COIN icon
186
Coinbase
COIN
$64.5B
$157K 0.02%
464
-300
IWY icon
187
iShares Russell Top 200 Growth ETF
IWY
$16.5B
$155K 0.02%
567
RGTI icon
188
Rigetti Computing
RGTI
$7.53B
$153K 0.02%
5,137
DJT icon
189
Trump Media & Technology Group
DJT
$4.16B
$153K 0.02%
9,300
-89
VPU icon
190
Vanguard Utilities ETF
VPU
$7.81B
$148K 0.02%
783
+408
HAL icon
191
Halliburton
HAL
$23.1B
$145K 0.02%
5,890
IEF icon
192
iShares 7-10 Year Treasury Bond ETF
IEF
$45.2B
$144K 0.02%
1,490
LUV icon
193
Southwest Airlines
LUV
$21.1B
$141K 0.02%
4,433
-200
SNPS icon
194
Synopsys
SNPS
$87.3B
$141K 0.02%
285
+80
CLS icon
195
Celestica
CLS
$31.2B
$140K 0.01%
567
HWM icon
196
Howmet Aerospace
HWM
$79.7B
$137K 0.01%
700
QCOM icon
197
Qualcomm
QCOM
$187B
$136K 0.01%
820
VEU icon
198
Vanguard FTSE All-World ex-US ETF
VEU
$53B
$136K 0.01%
1,909
+968
VFQY icon
199
Vanguard US Quality Factor ETF
VFQY
$440M
$136K 0.01%
900
CRWD icon
200
CrowdStrike
CRWD
$120B
$134K 0.01%
274
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8
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