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
$737M
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$972K
3
+$669K
4
MCD icon
McDonald's
MCD
+$591K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$513K

Top Sells

1
+$985K
2
+$680K
3
+$447K
4
MSFT icon
Microsoft
MSFT
+$417K
5
ADC icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$63.5K 0.01%
697
227
$61.3K 0.01%
2,074
228
$60.9K 0.01%
233
229
$60.2K 0.01%
236
-45
230
$59.6K 0.01%
67
231
$59.4K 0.01%
2,000
232
$59.3K 0.01%
941
233
$59.2K 0.01%
332
234
$58.8K 0.01%
984
235
$56.8K 0.01%
989
236
$56.7K 0.01%
205
237
$56K 0.01%
300
238
$54.6K 0.01%
1,095
+1
239
$53.4K 0.01%
1,272
-33
240
$52.8K 0.01%
2,100
241
$52.8K 0.01%
187
242
$52.4K 0.01%
892
+551
243
$52.3K 0.01%
101
244
$52.3K 0.01%
671
245
$52.3K 0.01%
+793
246
$51.6K 0.01%
500
247
$51.6K 0.01%
200
248
$51.4K 0.01%
249
249
$51.3K 0.01%
1,265
250
$51.2K 0.01%
3,189
+3,000
8 9
10
11 12