Portfolio (Quarterly)
Guide ↗
Center for Financial Planning, Inc.
· CIK 0001803557| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | USPH | U S PHYSICAL THERAPY | Healthcare | 1,001 | $75K | 0.01% | SOLD |
| 2 | DD | DUPONT DE NEMOURS INC | Basic Materials | 1,528 | $70K | 0.01% | SOLD |
| 3 | HON | HONEYWELL INTL INC | Industrials | 234 | $53K | 0.01% | SOLD |
| 4 | CCL | CARNIVAL CORP | Consumer Cyclical | 1,911 | $49K | 0.01% | SOLD |
| 5 | SBAC | SBA COMMUNICATIONS CORP | Real Estate | 257 | $44K | 0.01% | SOLD |
| 6 | MTDR | MATADOR RES CO | Energy | 650 | $41K | 0.00% | SOLD |
| 7 | SM | SM ENERGY COMPANY | Energy | 1,000 | $31K | 0.00% | SOLD |
| 8 | CLF | CLEVELAND-CLIFFS INC NEW | Basic Materials | 3,322 | $28K | 0.00% | SOLD |
| 9 | MRVL | MARVELL TECHNOLOGY INC | Technology | 247 | $24K | 0.00% | SOLD |
| 10 | MPWR | MONOLITHIC PWR SYS INC | Technology | 19 | $21K | 0.00% | SOLD |
| 11 | MELI | MERCADOLIBRE INC | Consumer Cyclical | 9 | $16K | 0.00% | SOLD |
| 12 | KBH | KB HOME | Consumer Cyclical | 300 | $16K | 0.00% | SOLD |
| 13 | DY | DYCOM INDS INC | Industrials | 45 | $15K | 0.00% | SOLD |
| 14 | URA | GLOBAL X FDS | — | 200 | $10K | 0.00% | SOLD |
| 15 | VST | VISTRA CORP | Utilities | 52 | $8K | 0.00% | SOLD |
| 16 | — | RAMACO RES INC | — | 497 | $8K | 0.00% | SOLD |
| 17 | CX | CEMEX SA EURO MTN BE 144A | Basic Materials | 434 | $5K | 0.00% | SOLD |
| 18 | — | AMERICA MOVIL SAB DE CV | — | 160 | $4K | — | SOLD |
| 19 | CHTR | CHARTER COMMUNICATIONS INC | Communication Services | 12 | $3K | — | SOLD |
| 20 | REGN | REGENERON PHARMACEUTICALS | Healthcare | 3 | $2K | — | SOLD |
Sector Allocation
Technology
25.4%
Financial Services
15.4%
Healthcare
14.8%
Consumer Cyclical
9.5%
Industrials
8.8%
Communication Services
7.9%
Consumer Defensive
7.8%
Energy
4.2%
Utilities
4.0%
Real Estate
1.1%