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
-$541K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$2.61M
3
+$2.56M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.84M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.38M

Top Sells

1
+$2.57M
2
+$1.05M
3
+$417K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$374K
5
INFO
IHS Markit Ltd. Common Shares
INFO
+$309K

Sector Composition

1 Financials 5.66%
2 Technology 4.31%
3 Healthcare 3.79%
4 Industrials 2.06%
5 Consumer Staples 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$53K 0.01%
363
227
$52K 0.01%
1,135
228
$51K 0.01%
1,743
+533
229
$50K 0.01%
288
230
$49K 0.01%
653
231
$48K 0.01%
894
+4
232
$47K 0.01%
986
+61
233
$47K 0.01%
2,538
+10
234
$47K 0.01%
1,876
235
$46K 0.01%
250
236
$45K 0.01%
644
237
$45K 0.01%
2,675
238
$44K 0.01%
602
239
$44K 0.01%
2,074
240
$44K 0.01%
817
241
$44K 0.01%
212
242
$43K 0.01%
3,500
+1,000
243
$43K 0.01%
210
244
$41K 0.01%
91
245
$41K 0.01%
1,000
246
$41K 0.01%
248
247
$40K 0.01%
570
248
$40K 0.01%
545
+5
249
$40K 0.01%
2,500
250
$40K 0.01%
580
8 9
10
11 12