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
$488M
AUM Growth
+$77.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$53.2M
2
+$3.06M
3
+$2.03M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$860K
5
SPGI icon
S&P Global
SPGI
+$689K

Top Sells

1
+$18M
2
+$506K
3
+$363K
4
BMY icon
Bristol-Myers Squibb
BMY
+$210K
5
CACC icon
Credit Acceptance
CACC
+$172K

Sector Composition

1 Financials 5.24%
2 Technology 4.69%
3 Healthcare 3.72%
4 Industrials 2.15%
5 Consumer Staples 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$42K 0.01%
200
252
$40K 0.01%
2,074
253
$40K 0.01%
124
+24
254
$40K 0.01%
163
255
$39K 0.01%
500
256
$39K 0.01%
570
257
$39K 0.01%
1,347
258
$39K 0.01%
639
259
$39K 0.01%
2,500
260
$38K 0.01%
925
261
$38K 0.01%
1,100
262
$37K 0.01%
2,500
263
$37K 0.01%
300
264
$37K 0.01%
800
-1
265
$34K 0.01%
613
-50
266
$34K 0.01%
721
267
$34K 0.01%
800
268
$34K 0.01%
53
269
$34K 0.01%
135
270
$34K 0.01%
611
271
$33K 0.01%
1,212
272
$32K 0.01%
1,210
+971
273
$32K 0.01%
351
274
$32K 0.01%
597
275
$31K 0.01%
1,876
-500
9 10
11
12 13