CFFP
Center for Financial Planning Portfolio holdings
AUM
$872M
1-Year Return
13.41%
This Quarter Return
+6.7%
1 Year Return
+13.41%
3 Year Return
+54.48%
5 Year Return
+93.13%
10 Year Return
–
AUM
$737M
AUM Growth
+$45.3M
(+6.6%)
Cap. Flow
+$474K
Cap. Flow
% of AUM
0.06%
Top 10 Holdings %
Top 10 Hldgs %
78.18%
Holding
616
New
30
Increased
65
Reduced
104
Closed
36
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$4.09M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
+$972K |
| 3 |
Vanguard Small-Cap ETF
VB
|
+$669K |
| 4 |
McDonald's
MCD
|
+$591K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$513K |
Top Sells
| 1 |
Cisco
CSCO
|
+$985K |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$680K |
| 3 |
Apple
AAPL
|
+$447K |
| 4 |
Microsoft
MSFT
|
+$417K |
| 5 |
Agree Realty
ADC
|
+$346K |
Sector Composition
| 1 | Financials | 4.68% |
| 2 | Technology | 4.24% |
| 3 | Healthcare | 2.81% |
| 4 | Consumer Staples | 1.82% |
| 5 | Consumer Discretionary | 1.61% |
