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
$286M
AUM Growth
-$9.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$2.29M
3
+$2.06M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$754K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$468K

Top Sells

1
+$55.7M
2
+$641K
3
+$629K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$623K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$612K

Sector Composition

1 Financials 5.76%
2 Healthcare 4.48%
3 Technology 4.47%
4 Consumer Staples 2.89%
5 Industrials 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$22K 0.01%
163
-63
252
$22K 0.01%
183
-9
253
$21K 0.01%
695
-65
254
$21K 0.01%
826
255
$21K 0.01%
53
256
$21K 0.01%
1,212
257
$21K 0.01%
829
-7,413
258
$21K 0.01%
176
259
$20K 0.01%
176
260
$20K 0.01%
683
261
$20K 0.01%
200
-78
262
$20K 0.01%
2,000
263
$19K 0.01%
500
264
$19K 0.01%
300
265
$19K 0.01%
+2,500
266
$19K 0.01%
99
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267
$19K 0.01%
351
268
$19K 0.01%
37
269
$19K 0.01%
111
270
$18K 0.01%
200
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271
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300
272
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273
$17K 0.01%
310
274
$16K 0.01%
250
275
$16K 0.01%
197
-76
9 10
11
12 13