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
$286M
AUM Growth
-$9.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$2.29M
3
+$2.06M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$754K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$468K

Top Sells

1
+$55.7M
2
+$641K
3
+$629K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$623K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$612K

Sector Composition

1 Financials 5.76%
2 Healthcare 4.48%
3 Technology 4.47%
4 Consumer Staples 2.89%
5 Industrials 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$28K 0.01%
+2,000
227
$28K 0.01%
900
228
$27K 0.01%
1,140
-221
229
$27K 0.01%
345
230
$27K 0.01%
1,067
231
$27K 0.01%
+2,050
232
$26K 0.01%
1,110
+28
233
$26K 0.01%
721
234
$26K 0.01%
184
-86
235
$26K 0.01%
89
-106
236
$26K 0.01%
250
-60
237
$25K 0.01%
561
238
$25K 0.01%
623
-574
239
$25K 0.01%
234
+33
240
$24K 0.01%
566
241
$24K 0.01%
470
-5,856
242
$24K 0.01%
177
-112
243
$24K 0.01%
480
244
$23K 0.01%
831
+57
245
$23K 0.01%
300
246
$23K 0.01%
600
-51
247
$23K 0.01%
352
248
$22K 0.01%
192
249
$22K 0.01%
221
250
$22K 0.01%
433
8 9
10
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