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Amanda C. Toia

@Center For Financial Planning, Inc.

Latest period2024 - Q3ReportedManaged Assets$737.008MTotal holdings580
Assets growth rate6.56%Assets growth rate (2-Q avg)4.97%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Center For Financial Planning, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 580 positions.

Assets under management

The assets under management (AUM) of Center For Financial Planning, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 737.008M in assets, with a quarterly growth rate of 6.56% and a 2-quarter average growth rate of 4.97%. The portfolio is managed by Amanda C. Toia, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ADIAnalog Devices Inc
Recent Activity
New Position
0.05%
$321,088
1,395 shares@ $230.18 avg price
ASANAsana Inc
Recent Activity
New Position
0.01%
$69,540
6,000 shares@ $11.59 avg price
FVDFirst Tr Value Line Divid In
Recent Activity
New Position
0.01%
$64,098
1,409 shares@ $45.5 avg price
RDDTReddit Inc
Recent Activity
New Position
0.01%
$52,275
793 shares@ $65.93 avg price
SWSmurfit Westrock Plc
Recent Activity
New Position
0.01%
$39,981
809 shares@ $49.43 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
New Position
0.01%
$20,841
120 shares@ $173.68 avg price
AWAYAmplify Etf Tr
Recent Activity
New Position
0.01%
$14,247
700 shares@ $20.36 avg price
AHRAmerican Healthcare Reit Inc
Recent Activity
New Position
0.01%
$11,276
432 shares@ $26.11 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
New Position
0.01%
$9,213
116 shares@ $79.43 avg price
TELTe Connectivity Plc
Recent Activity
New Position
0.01%
$8,909
59 shares@ $151.0 avg price