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
$353M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$198K
3
+$140K
4
INFO
IHS Markit Ltd. Common Shares
INFO
+$100K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$82.6K

Top Sells

1
+$5.55M
2
+$1.18M
3
+$527K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$321K
5
VB icon
Vanguard Small-Cap ETF
VB
+$250K

Sector Composition

1 Financials 5.77%
2 Technology 4.33%
3 Healthcare 4.13%
4 Industrials 2.6%
5 Consumer Staples 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$37K 0.01%
250
227
$37K 0.01%
+1,980
228
$37K 0.01%
683
229
$36K 0.01%
613
230
$36K 0.01%
570
231
$36K 0.01%
599
232
$36K 0.01%
210
233
$36K 0.01%
+212
234
$36K 0.01%
352
235
$35K 0.01%
1,140
-480
236
$35K 0.01%
623
-235
237
$34K 0.01%
200
238
$34K 0.01%
+175
239
$34K 0.01%
611
240
$34K 0.01%
800
241
$33K 0.01%
561
242
$32K 0.01%
594
+69
243
$32K 0.01%
89
244
$31K 0.01%
+74
245
$31K 0.01%
724
246
$30K 0.01%
566
247
$30K 0.01%
721
248
$29K 0.01%
53
249
$28K 0.01%
433
250
$28K 0.01%
200
8 9
10
11 12