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
$399M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$89.5M
2
+$56.7M
3
+$53.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$44.5M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$36.9M

Top Sells

No sells this quarter

Sector Composition

1 Financials 5.71%
2 Healthcare 3.43%
3 Technology 2.69%
4 Consumer Staples 2.34%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$22K 0.01%
+120
252
$22K 0.01%
+611
253
$22K 0.01%
+163
254
$22K 0.01%
+683
255
$22K 0.01%
+450
256
$22K 0.01%
+725
257
$21K 0.01%
+310
258
$21K 0.01%
+363
259
$21K 0.01%
+300
260
$20K 0.01%
+192
261
$20K 0.01%
+99
262
$20K 0.01%
+674
263
$20K 0.01%
+1,021
264
$20K 0.01%
+200
265
$20K 0.01%
+192
266
$19K ﹤0.01%
+724
267
$19K ﹤0.01%
+463
268
$19K ﹤0.01%
+85
269
$18K ﹤0.01%
+220
270
$18K ﹤0.01%
+1,385
271
$18K ﹤0.01%
+193
272
$18K ﹤0.01%
+200
273
$17K ﹤0.01%
+410
274
$17K ﹤0.01%
+117
275
$16K ﹤0.01%
+113
9 10
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