Amanda C. Toia

@Center For Financial Planning, Inc.

Latest period2024 - Q3

Reported3mo 3d ago

Managed Assets$737.008M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VRTVertiv Holdings Co Recent Activity New Position	0.01%	$6,467 65 shares@ $99.5 avg price	New Position
URAGlobal X Fds Recent Activity New Position	0.01%	$5,722 200 shares@ $28.61 avg price	New Position
RITMRithm Capital Corp Recent Activity New Position	0.01%	$5,675 500 shares@ $11.35 avg price	New Position
NOKNokia Corp Recent Activity New Position	0.01%	$2,631 602 shares@ $4.38 avg price	New Position
SIRISiriusxm Holdings Inc Recent Activity New Position	0.01%	$2,082 88 shares@ $23.66 avg price	New Position
SITCSite Ctrs Corp Recent Activity New Position	0.01%	$1,876 31 shares@ $60.52 avg price	New Position
MUBIshares Tr Recent Activity New Position	0.01%	$1,630 15 shares@ $108.67 avg price	New Position
ORCOrchid Is Cap Inc Recent Activity New Position	0.01%	$822 100 shares@ $8.22 avg price	New Position
SOFISofi Technologies Inc Recent Activity New Position	0.01%	$786 100 shares@ $7.86 avg price	New Position
ALARAlarum Technologies Ltd Recent Activity New Position	0.01%	$735 69 shares@ $10.66 avg price	New Position