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
201
$62K 0.02%
115
202
$60K 0.01%
732
203
$59K 0.01%
984
204
$59K 0.01%
225
205
$59K 0.01%
1,000
206
$58K 0.01%
1,135
207
$58K 0.01%
705
-670
208
$57K 0.01%
1,100
209
$57K 0.01%
+1,340
210
$57K 0.01%
941
211
$56K 0.01%
502
-20
212
$55K 0.01%
273
213
$54K 0.01%
1,800
214
$53K 0.01%
780
215
$52K 0.01%
91
216
$52K 0.01%
215
-13
217
$52K 0.01%
375
218
$51K 0.01%
175
219
$50K 0.01%
3,508
-340
220
$49K 0.01%
250
221
$49K 0.01%
2,528
222
$48K 0.01%
250
223
$48K 0.01%
370
-200
224
$48K 0.01%
1,100
225
$47K 0.01%
700
7 8
9
10 11