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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
BIGZBlackrock Innovation And Grw
Recent Activity
Exited
0%
$4,338
600 shares@ $7.23 avg price
FTCSFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$3,950
47 shares@ $84.05 avg price
JWNNordstrom Inc
Recent Activity
Exited
0%
$2,950
139 shares@ $21.23 avg price
RGAReinsurance Grp Of America I
Recent Activity
Exited
0%
$2,874
14 shares@ $205.29 avg price
ARKFArk Etf Tr
Recent Activity
Exited
0%
$2,786
100 shares@ $27.86 avg price
2692⤦Etf Ser Solutions
Recent Activity
Exited
0%
$2,505
500 shares@ $5.01 avg price
ELANElanco Animal Health Inc
Recent Activity
Exited
0%
$2,410
167 shares@ $14.44 avg price
GSKGsk Plc
Recent Activity
Exited
0%
$2,118
55 shares@ $38.51 avg price
BUDAnheuser Busch Inbev Sa Nv
Recent Activity
Exited
0%
$1,978
34 shares@ $58.18 avg price
SITCSite Ctrs Corp
Recent Activity
Exited
0%
$1,813
125 shares@ $14.51 avg price