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
$383M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
547
New
Increased
Reduced
Closed

Top Buys

1
+$3.84M
2
+$1.14M
3
+$1.12M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.03M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$510K

Top Sells

1
+$5.38M
2
+$498K
3
+$313K
4
AON icon
Aon
AON
+$188K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$171K

Sector Composition

1 Financials 5.94%
2 Technology 4.33%
3 Healthcare 4.03%
4 Industrials 2.65%
5 Consumer Staples 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$43K 0.01%
396
-41
227
$43K 0.01%
1,256
228
$43K 0.01%
683
229
$42K 0.01%
264
230
$42K 0.01%
1,300
231
$42K 0.01%
415
+150
232
$42K 0.01%
2,067
233
$42K 0.01%
1,306
-530
234
$41K 0.01%
553
+300
235
$41K 0.01%
1,347
236
$41K 0.01%
950
237
$39K 0.01%
636
238
$39K 0.01%
594
239
$39K 0.01%
212
240
$39K 0.01%
+3,848
241
$38K 0.01%
639
242
$37K 0.01%
573
-50
243
$37K 0.01%
200
244
$37K 0.01%
599
245
$37K 0.01%
352
246
$36K 0.01%
754
+197
247
$35K 0.01%
561
248
$35K 0.01%
613
249
$35K 0.01%
800
250
$34K 0.01%
500
8 9
10
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