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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
PLTR icon
201
Palantir
PLTR
$314B
$138K 0.01%
940
+875
DJT icon
202
Trump Media & Technology Group
DJT
$2.2B
$137K 0.01%
14,805
VOE icon
203
Vanguard Mid-Cap Value ETF
VOE
$22.7B
$136K 0.01%
736
VFQY icon
204
Vanguard US Quality Factor ETF
VFQY
$460M
$134K 0.01%
900
FEOE
205
First Eagle Overseas Equity ETF
FEOE
$1.33B
$134K 0.01%
+2,650
OGE icon
206
OGE Energy
OGE
$9.79B
$131K 0.01%
2,738
TSM icon
207
TSMC
TSM
$2.18T
$130K 0.01%
385
+24
ICOP icon
208
iShares Copper and Metals Mining ETF
ICOP
$441M
$126K 0.01%
+2,645
VT icon
209
Vanguard Total World Stock ETF
VT
$73.8B
$123K 0.01%
891
+118
CACI icon
210
CACI
CACI
$11.4B
$122K 0.01%
225
INTU icon
211
Intuit
INTU
$80.4B
$122K 0.01%
283
AFL icon
212
Aflac
AFL
$58.9B
$119K 0.01%
1,086
-39
COHR icon
213
Coherent
COHR
$69.3B
$119K 0.01%
500
MCO icon
214
Moody's
MCO
$78.4B
$118K 0.01%
270
IDXX icon
215
Idexx Laboratories
IDXX
$45.3B
$115K 0.01%
205
PH icon
216
Parker-Hannifin
PH
$113B
$114K 0.01%
127
+81
NVO
217
Novo Nordisk
NVO
$185B
$113K 0.01%
3,079
+945
NSC icon
218
Norfolk Southern
NSC
$69.9B
$113K 0.01%
394
-18
CLIP icon
219
Global X 1-3 Month T-Bill ETF
CLIP
$2.84B
$113K 0.01%
1,124
DCH
220
Dauch Corp
DCH
$1.48B
$113K 0.01%
19,000
-1,000
CDNS icon
221
Cadence Design Systems
CDNS
$107B
$110K 0.01%
397
+3
CGDV icon
222
Capital Group Dividend Value ETF
CGDV
$34.7B
$109K 0.01%
2,571
DFAS icon
223
Dimensional US Small Cap ETF
DFAS
$14.4B
$108K 0.01%
1,518
CVSA
224
Covista Inc
CVSA
$4.28B
$108K 0.01%
935
+595
CRWD icon
225
CrowdStrike
CRWD
$162B
$107K 0.01%
274
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9
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