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
$488M
AUM Growth
+$77.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$53.2M
2
+$3.06M
3
+$2.03M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$860K
5
SPGI icon
S&P Global
SPGI
+$689K

Top Sells

1
+$18M
2
+$506K
3
+$363K
4
BMY icon
Bristol-Myers Squibb
BMY
+$210K
5
CACC icon
Credit Acceptance
CACC
+$172K

Sector Composition

1 Financials 5.24%
2 Technology 4.69%
3 Healthcare 3.72%
4 Industrials 2.15%
5 Consumer Staples 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$50K 0.01%
363
227
$50K 0.01%
1,340
228
$50K 0.01%
250
229
$49K 0.01%
214
+115
230
$49K 0.01%
602
231
$49K 0.01%
1,135
232
$49K 0.01%
2,528
233
$48K 0.01%
806
+772
234
$48K 0.01%
824
235
$48K 0.01%
2,106
236
$48K 0.01%
3,508
237
$47K 0.01%
653
238
$46K 0.01%
175
239
$45K 0.01%
178
+51
240
$45K 0.01%
1,300
241
$45K 0.01%
1,256
242
$45K 0.01%
210
243
$45K 0.01%
248
244
$44K 0.01%
500
245
$44K 0.01%
817
246
$43K 0.01%
540
-45
247
$42K 0.01%
644
248
$42K 0.01%
2,675
249
$42K 0.01%
580
-19
250
$42K 0.01%
352
8 9
10
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