CPC
CFC Planning Company Portfolio holdings
AUM
$104M
This Quarter Return
+1.27%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$93.4M
AUM Growth
–
Cap. Flow
+$93.4M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
39.32%
Holding
61
New
61
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$6.2M |
| 2 |
Walt Disney
DIS
|
$4.39M |
| 3 |
American Express
AXP
|
$4.1M |
| 4 |
Nike
NKE
|
$3.91M |
| 5 |
Travelers Companies
TRV
|
$3.73M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 20.81% |
| 2 | Financials | 14.26% |
| 3 | Consumer Discretionary | 5.91% |
| 4 | Communication Services | 5.8% |
| 5 | Healthcare | 4.96% |
