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
-$541K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$2.61M
3
+$2.56M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.84M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.38M

Top Sells

1
+$2.57M
2
+$1.05M
3
+$417K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$374K
5
INFO
IHS Markit Ltd. Common Shares
INFO
+$309K

Sector Composition

1 Financials 5.66%
2 Technology 4.31%
3 Healthcare 3.79%
4 Industrials 2.06%
5 Consumer Staples 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$39K 0.01%
561
252
$39K 0.01%
161
-53
253
$39K 0.01%
639
254
$39K 0.01%
800
255
$38K 0.01%
500
256
$37K 0.01%
800
257
$35K 0.01%
300
258
$33K 0.01%
364
-239
259
$33K 0.01%
172
-6
260
$33K 0.01%
760
-64
261
$33K 0.01%
175
262
$33K 0.01%
1,100
263
$32K 0.01%
695
264
$32K 0.01%
1,212
265
$31K 0.01%
583
-30
266
$31K 0.01%
852
-448
267
$31K 0.01%
135
268
$31K 0.01%
611
269
$31K 0.01%
163
270
$30K 0.01%
450
271
$30K 0.01%
1,340
272
$30K 0.01%
721
273
$30K 0.01%
1,134
274
$30K 0.01%
53
275
$30K 0.01%
1,521
9 10
11
12 13