CFFP

Center for Financial Planning Portfolio holdings

AUM $961M
1-Year Est. Return 15.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.84%
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
+$4.74M
2
+$173K
3
+$131K
4
INFO
IHS Markit Ltd. Common Shares
INFO
+$96.6K
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$81.2K

Top Sells

1
+$5.03M
2
+$1.11M
3
+$487K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$320K
5
PM icon
Philip Morris
PM
+$227K

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
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250
227
$37K 0.01%
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$37K 0.01%
683
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$36K 0.01%
613
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231
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232
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$35K 0.01%
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239
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240
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242
$32K 0.01%
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243
$32K 0.01%
89
244
$31K 0.01%
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245
$31K 0.01%
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246
$30K 0.01%
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248
$29K 0.01%
265
249
$28K 0.01%
433
250
$28K 0.01%
200
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