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
$783M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1 +$34.4M
2 +$2.37M
3 +$2.13M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.91M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.53M

Top Sells

1 +$2.32M
2 +$568K
3 +$422K
4
RJF icon
Raymond James Financial
RJF
+$358K
5
AAPL icon
Apple
AAPL
+$300K

Sector Composition

1 Financials 4.97%
2 Technology 3.55%
3 Healthcare 2.66%
4 Consumer Staples 1.62%
5 Consumer Discretionary 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NSC icon
201
Norfolk Southern
NSC
$62.9B
$105K 0.01%
445
+403
ITOT icon
202
iShares Core S&P Total US Stock Market ETF
ITOT
$79.2B
$102K 0.01%
840
-320
IWB icon
203
iShares Russell 1000 ETF
IWB
$45.6B
$102K 0.01%
332
NUE icon
204
Nucor
NUE
$31.8B
$98.9K 0.01%
822
BMY icon
205
Bristol-Myers Squibb
BMY
$89.2B
$98.4K 0.01%
1,613
GEV icon
206
GE Vernova
GEV
$159B
$97.7K 0.01%
320
+84
YUMC icon
207
Yum China
YUMC
$16.2B
$95.1K 0.01%
1,827
VT icon
208
Vanguard Total World Stock ETF
VT
$55.1B
$94.3K 0.01%
813
-332
IDXX icon
209
Idexx Laboratories
IDXX
$51.3B
$92.8K 0.01%
221
SNPS icon
210
Synopsys
SNPS
$86.2B
$92.6K 0.01%
216
+80
HWM icon
211
Howmet Aerospace
HWM
$80B
$90.8K 0.01%
700
DFAS icon
212
Dimensional US Small Cap ETF
DFAS
$11.5B
$90.7K 0.01%
1,518
PPL icon
213
PPL Corp
PPL
$27.6B
$90.2K 0.01%
2,498
LSTR icon
214
Landstar System
LSTR
$4.51B
$90.1K 0.01%
600
BP icon
215
BP
BP
$88.5B
$89.7K 0.01%
2,654
BX icon
216
Blackstone
BX
$121B
$89.5K 0.01%
640
-130
CACC icon
217
Credit Acceptance
CACC
$5.69B
$87.8K 0.01%
170
ASAN icon
218
Asana
ASAN
$3.44B
$87.4K 0.01%
6,000
EPD icon
219
Enterprise Products Partners
EPD
$67.1B
$86.4K 0.01%
2,532
-400
COP icon
220
ConocoPhillips
COP
$110B
$85.8K 0.01%
817
+359
BA icon
221
Boeing
BA
$167B
$85.6K 0.01%
502
-60
CARR icon
222
Carrier Global
CARR
$49.2B
$85.6K 0.01%
1,350
EL icon
223
Estee Lauder
EL
$36.8B
$84.5K 0.01%
1,280
+31
CVS icon
224
CVS Health
CVS
$104B
$84.1K 0.01%
1,241
-200
RDDT icon
225
Reddit
RDDT
$40.1B
$83.2K 0.01%
793