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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
WRKWestrock Co
| 0% | $74,335 1,479 shares@ $50.27 avg price | Exited |
KRPKimbell Rty Partners Lp
| 0% | $57,391 3,508 shares@ $16.37 avg price | Exited |
HSYHershey Co
| 0% | $48,532 264 shares@ $183.84 avg price | Exited |
BLVVanguard Bd Index Fds
| 0% | $42,174 600 shares@ $70.29 avg price | Exited |
VEEVVeeva Sys Inc
| 0% | $36,602 200 shares@ $183.01 avg price | Exited |
XHESpdr Ser Tr
| 0% | $13,506 160 shares@ $84.42 avg price | Exited |
REGNRegeneron Pharmaceuticals
| 0% | $10,511 10 shares@ $1051.1 avg price | Exited |
DPGDuff & Phelps Utlity And Inf
| 0% | $9,830 1,000 shares@ $9.83 avg price | Exited |
TELTe Connectivity Ltd
| 0% | $8,876 59 shares@ $150.45 avg price | Exited |
CEVACeva Inc
| 0% | $7,716 400 shares@ $19.29 avg price | Exited |