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CPC
CFC Planning Company Portfolio holdings
AUM
$139M
1-Year Est. Return
22.33%
This Fund
S&P 500
1 Year Est. Return
+22.33%
AUM
$139M
AUM Growth
+$8.6M
(+6.6%)
Holding
84
Top Buys
| 1 | +$4.06M | |
| 2 | +$2.19M | |
| 3 | +$1.2M | |
| 4 |
Advanced Micro Devices
AMD
|
+$1.15M |
| 5 |
Autodesk
ADSK
|
+$1.13M |
Top Sells
| 1 | +$3.83M | |
| 2 | +$1.05M | |
| 3 | +$1.05M | |
| 4 |
Monolithic Power Systems
MPWR
|
+$912K |
| 5 |
Super Micro Computer
SMCI
|
+$611K |
Sector Composition
| 1 | Technology | 28.63% |
| 2 | Healthcare | 10.97% |
| 3 | Consumer Staples | 10.32% |
| 4 | Financials | 8.4% |
| 5 | Communication Services | 7.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Invesco QQQ Trust
QQQ
$477B
| – | – |
-337
|
|
||
|
77
Super Micro Computer
SMCI
$18B
| – | – |
-20,863
|
|
||
78
Trimble
TRMB
$11.4B
| – | – |
-2,620
|
|
||
79
Tesla
TSLA
$1.49T
| – | – |
-2,339
|
|
||
80
Vanguard Short-Term Corporate Bond ETF
VCSH
$43.3B
| – | – |
-4,408
|
|
||
81
Vanguard Total International Stock ETF
VXUS
$154B
| – | – |
-5,527
|
|
||
82
ADT
ADT
$4.93B
| – | – |
-21,124
|
|
||
83
Amkor Technology
AMKR
$21.4B
| – | – |
-5,690
|
|
||
84
Boston Properties
BXP
$10.1B
| – | – |
-3,736
|
|