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
$383M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
547
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$1.2M
3
+$1.13M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.06M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$529K

Top Sells

1
+$5.65M
2
+$506K
3
+$308K
4
AON icon
Aon
AON
+$196K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$171K

Sector Composition

1 Financials 5.94%
2 Technology 4.33%
3 Healthcare 4.03%
4 Industrials 2.65%
5 Consumer Staples 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$34K 0.01%
175
252
$33K 0.01%
120
253
$33K 0.01%
2,500
254
$33K 0.01%
570
255
$33K 0.01%
+275
256
$33K 0.01%
2,200
+200
257
$33K 0.01%
611
258
$32K 0.01%
500
259
$32K 0.01%
721
260
$31K 0.01%
1,397
+397
261
$30K 0.01%
566
262
$29K 0.01%
1,210
+100
263
$29K 0.01%
351
264
$29K 0.01%
670
265
$29K 0.01%
+282
266
$29K 0.01%
1,212
267
$29K 0.01%
724
268
$28K 0.01%
+2,000
269
$28K 0.01%
300
270
$28K 0.01%
600
271
$28K 0.01%
128
-55
272
$27K 0.01%
176
273
$27K 0.01%
1,000
274
$27K 0.01%
657
275
$26K 0.01%
250
9 10
11
12 13