CFFP

Center for Financial Planning Portfolio holdings

AUM $961M
1-Year Est. Return 15.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$872M
AUM Growth
+$89.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
724
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$23.9M
3
+$2M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.02M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$758K

Top Sells

1
+$34.4M
2
+$997K
3
+$305K
4
MRK icon
Merck
MRK
+$300K
5
LHX icon
L3Harris
LHX
+$201K

Sector Composition

1 Financials 4.47%
2 Technology 3.87%
3 Healthcare 2.3%
4 Consumer Discretionary 1.53%
5 Industrials 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$92.6K 0.01%
442
-60
227
$92.5K 0.01%
1,341
+100
228
$90.2K 0.01%
5,792
+2,176
229
$90.2K 0.01%
1,796
-500
230
$88.5K 0.01%
567
+187
231
$86.6K 0.01%
170
232
$86.5K 0.01%
1,869
+256
233
$85.9K 0.01%
1,430
-526
234
$85.1K 0.01%
800
235
$84.7K 0.01%
2,498
236
$83.6K 0.01%
145
237
$83.4K 0.01%
1,060
-503
238
$83.4K 0.01%
600
239
$81.7K 0.01%
1,827
240
$81.6K 0.01%
20,000
241
$81.6K 0.01%
660
242
$81K 0.01%
6,000
243
$80.8K 0.01%
1,126
244
$79.6K 0.01%
588
245
$79.3K 0.01%
158
246
$78.5K 0.01%
2,532
247
$78.3K 0.01%
1,001
248
$78.1K 0.01%
982
249
$77.4K 0.01%
300
250
$75.8K 0.01%
390
8 9
10
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