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
$406M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$574K
3
+$485K
4
RBLX icon
Roblox
RBLX
+$325K
5
ROP icon
Roper Technologies
ROP
+$296K

Top Sells

1
+$1.99M
2
+$702K
3
+$653K
4
KSU
Kansas City Southern
KSU
+$273K
5
ACN icon
Accenture
ACN
+$240K

Sector Composition

1 Financials 6.02%
2 Technology 4.57%
3 Healthcare 3.89%
4 Industrials 2.54%
5 Consumer Staples 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$60K 0.01%
984
202
$60K 0.01%
1,135
203
$60K 0.01%
941
204
$59K 0.01%
1,100
205
$59K 0.01%
780
206
$59K 0.01%
522
+240
207
$59K 0.01%
6,645
208
$58K 0.01%
1,800
209
$57K 0.01%
225
-45
210
$56K 0.01%
835
+241
211
$56K 0.01%
115
212
$55K 0.01%
242
213
$54K 0.01%
228
-645
214
$54K 0.01%
250
215
$53K 0.01%
91
216
$53K 0.01%
273
217
$52K 0.01%
375
218
$52K 0.01%
950
219
$50K 0.01%
2,528
220
$49K 0.01%
700
221
$49K 0.01%
3,848
222
$48K 0.01%
813
-100
223
$48K 0.01%
250
224
$47K 0.01%
602
225
$47K 0.01%
2,054
7 8
9
10 11