CPC
CFC Planning Company Portfolio holdings
AUM
$104M
1 Year Est. Return
–
AUM
$104M
AUM Growth
+$12M
(+13%)
Holding
101
Top Buys
| 1 | +$2.47M | |
| 2 | +$2.1M | |
| 3 | +$1.99M | |
| 4 |
Merck
MRK
|
+$1.93M |
| 5 |
Apple
AAPL
|
+$803K |
Top Sells
| 1 | +$4.45M | |
| 2 | +$2.62M | |
| 3 | +$1.96M | |
| 4 |
Pfizer
PFE
|
+$1.28M |
| 5 |
Lam Research
LRCX
|
+$721K |
Sector Composition
| 1 | Technology | 26.41% |
| 2 | Financials | 9.6% |
| 3 | Consumer Discretionary | 7.75% |
| 4 | Healthcare | 7.53% |
| 5 | Consumer Staples | 7.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Dayforce
DAY
$10.8B
| – | – |
-3,989
|
|