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
$394M
AUM Growth
-$94.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$418K
3
+$374K
4
MSFT icon
Microsoft
MSFT
+$373K
5
CSCO icon
Cisco
CSCO
+$282K

Top Sells

1
+$12.5M
2
+$2.34M
3
+$1.6M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.26M
5
CERN
Cerner Corp
CERN
+$1.12M

Sector Composition

1 Financials 5.42%
2 Technology 4.65%
3 Healthcare 4.41%
4 Consumer Staples 2.49%
5 Industrials 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$45K 0.01%
250
227
$45K 0.01%
663
+19
228
$45K 0.01%
986
229
$45K 0.01%
+931
230
$43K 0.01%
+3,224
231
$42K 0.01%
1,876
232
$41K 0.01%
1,135
233
$41K 0.01%
288
234
$41K 0.01%
210
235
$41K 0.01%
894
236
$40K 0.01%
580
237
$40K 0.01%
2,538
238
$39K 0.01%
250
239
$38K 0.01%
800
240
$36K 0.01%
570
241
$36K 0.01%
2,074
242
$36K 0.01%
1,000
243
$35K 0.01%
2,675
244
$34K 0.01%
1,210
-533
245
$34K 0.01%
545
246
$33K 0.01%
500
247
$33K 0.01%
91
248
$33K 0.01%
602
249
$33K 0.01%
248
250
$32K 0.01%
459
-8
8 9
10
11 12