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
$353M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$198K
3
+$140K
4
INFO
IHS Markit Ltd. Common Shares
INFO
+$100K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$82.6K

Top Sells

1
+$5.55M
2
+$1.18M
3
+$527K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$321K
5
VB icon
Vanguard Small-Cap ETF
VB
+$250K

Sector Composition

1 Financials 5.77%
2 Technology 4.33%
3 Healthcare 4.13%
4 Industrials 2.6%
5 Consumer Staples 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$27K 0.01%
230
252
$27K 0.01%
163
253
$26K 0.01%
351
254
$26K 0.01%
111
255
$26K 0.01%
300
256
$26K 0.01%
1,212
257
$25K 0.01%
500
258
$25K 0.01%
2,500
259
$25K 0.01%
826
260
$25K 0.01%
177
261
$25K 0.01%
184
262
$25K 0.01%
600
263
$25K 0.01%
813
-16
264
$24K 0.01%
670
-179
265
$24K 0.01%
+250
266
$24K 0.01%
176
267
$24K 0.01%
500
268
$23K 0.01%
1,110
269
$23K 0.01%
250
270
$23K 0.01%
176
271
$22K 0.01%
450
-237
272
$22K 0.01%
557
273
$22K 0.01%
695
274
$22K 0.01%
1,000
275
$21K 0.01%
99
9 10
11
12 13