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
176
$81K 0.02%
1,602
177
$80K 0.02%
535
178
$79K 0.02%
+800
179
$78K 0.02%
400
180
$77K 0.02%
1,095
181
$75K 0.02%
290
182
$74K 0.02%
2,600
-102
183
$74K 0.02%
729
-13
184
$72K 0.02%
731
185
$71K 0.02%
199
186
$70K 0.02%
1,640
187
$70K 0.02%
1,093
+258
188
$70K 0.02%
2,498
189
$69K 0.02%
300
190
$68K 0.02%
660
191
$68K 0.02%
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192
$66K 0.02%
330
193
$66K 0.02%
1,686
-1,542
194
$66K 0.02%
1,859
195
$66K 0.02%
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196
$66K 0.02%
268
197
$65K 0.02%
1,262
-1,341
198
$65K 0.02%
6,645
199
$64K 0.02%
2,970
200
$63K 0.02%
180
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8
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