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

Top Buys

1
+$3.94M
2
+$1.2M
3
+$1.13M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.06M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$529K

Top Sells

1
+$5.65M
2
+$506K
3
+$308K
4
AON icon
Aon
AON
+$196K
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%
83
+30
232
$42K 0.01%
2,000
233
$42K 0.01%
653
-265
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%
+3,848
240
$39K 0.01%
212
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
11 12