CFFP

Center for Financial Planning Portfolio holdings

AUM $958M
1-Year Est. Return 15.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$296M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$2.69M
3
+$1.14M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.02M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$895K

Top Sells

1
+$34.7M
2
+$5.44M
3
+$2.76M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.47M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.31M

Sector Composition

1 Financials 5.13%
2 Healthcare 4.03%
3 Technology 3.39%
4 Consumer Staples 2.77%
5 Industrials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$28K 0.01%
784
227
$27K 0.01%
226
+63
228
$26K 0.01%
1,158
229
$26K 0.01%
345
230
$26K 0.01%
1,102
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231
$26K 0.01%
1,082
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232
$25K 0.01%
140
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233
$24K 0.01%
+900
234
$24K 0.01%
+5,040
235
$24K 0.01%
651
-331
236
$24K 0.01%
2,346
+138
237
$23K 0.01%
176
238
$23K 0.01%
352
239
$23K 0.01%
343
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240
$23K 0.01%
365
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241
$23K 0.01%
289
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242
$22K 0.01%
278
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243
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248
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201
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245
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246
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1,067
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247
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826
248
$22K 0.01%
760
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249
$22K 0.01%
774
+170
250
$21K 0.01%
300
8 9
10
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