CFFP

Center for Financial Planning Portfolio holdings

AUM $872M
1-Year Est. Return 13.41%
This Quarter Est. Return
1 Year Est. Return
+13.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$399M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$89.5M
2
+$56.7M
3
+$53.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$44.5M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$36.9M

Top Sells

No sells this quarter

Sector Composition

1 Financials 5.71%
2 Healthcare 3.43%
3 Technology 2.69%
4 Consumer Staples 2.34%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$30K 0.01%
+280
227
$29K 0.01%
+721
228
$28K 0.01%
+695
229
$28K 0.01%
+2,208
230
$28K 0.01%
+267
231
$28K 0.01%
+352
232
$27K 0.01%
+561
233
$27K 0.01%
+826
234
$27K 0.01%
+1,727
235
$27K 0.01%
+89
236
$26K 0.01%
+566
237
$26K 0.01%
+1,004
238
$26K 0.01%
+345
239
$26K 0.01%
+275
240
$26K 0.01%
+200
241
$26K 0.01%
+133
242
$25K 0.01%
+177
243
$25K 0.01%
+326
244
$25K 0.01%
+414
245
$24K 0.01%
+176
246
$23K 0.01%
+752
247
$23K 0.01%
+255
248
$23K 0.01%
+1,212
249
$23K 0.01%
+480
250
$22K 0.01%
+500
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