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