Portfolio (Quarterly)
Guide ↗
Center for Financial Planning, Inc.
· CIK 0001803557| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | VYX | NCR VOYIX CORPORATION | Technology | 88 | $898.0 | — | SOLD |
| 62 | PCY | INVESCO EXCH TRADED FD TR II | — | 17 | $369.0 | — | SOLD |
| 63 | MICC | MAGNUM ICE CREAM CO NV | Consumer Defensive | 22 | $349.0 | — | SOLD |
| 64 | SCHP | SCHWAB STRATEGIC TR | — | 10 | $265.0 | — | SOLD |
| 65 | TSN | TYSON FOODS INC | Consumer Defensive | 4 | $235.0 | — | SOLD |
| 66 | NWL | NEWELL BRANDS INC | Consumer Defensive | 58 | $216.0 | — | SOLD |
| 67 | GSAT | GLOBALSTAR INC | Communication Services | 3 | $184.0 | — | SOLD |
| 68 | GEO | GEO GROUP INC NEW | Industrials | 11 | $178.0 | — | SOLD |
| 69 | PATH | UIPATH INC | Technology | 10 | $164.0 | — | SOLD |
| 70 | CRON | CRONOS GROUP INC | Healthcare | 50 | $132.0 | — | SOLD |
| 71 | JBLU | JETBLUE AWYS CORP | Industrials | 25 | $114.0 | — | SOLD |
| 72 | UNIT | UNITI GROUP LLC | Real Estate | 15 | $106.0 | — | SOLD |
| 73 | OLN | OLIN CORP | Basic Materials | 5 | $105.0 | — | SOLD |
| 74 | VC | VISTEON CORP | Consumer Cyclical | 1 | $96.0 | — | SOLD |
| 75 | ET | ENERGY TRANSFER L P | Energy | 5 | $83.0 | — | SOLD |
| 76 | KSS | KOHLS CORP | Consumer Cyclical | 4 | $82.0 | — | SOLD |
| 77 | CC | CHEMOURS CO | Basic Materials | 6 | $71.0 | — | SOLD |
| 78 | — | AMC ENTMT HLDGS INC | — | 1 | $2.0 | — | SOLD |
Sector Allocation
Technology
23.8%
Healthcare
15.3%
Financial Services
14.9%
Consumer Cyclical
9.5%
Industrials
8.5%
Consumer Defensive
8.5%
Communication Services
7.5%
Energy
5.4%
Utilities
4.3%
Real Estate
1.2%