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
$394M
AUM Growth
-$94.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$418K
3
+$374K
4
MSFT icon
Microsoft
MSFT
+$373K
5
CSCO icon
Cisco
CSCO
+$282K

Top Sells

1
+$12.5M
2
+$2.34M
3
+$1.6M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.26M
5
CERN
Cerner Corp
CERN
+$1.12M

Sector Composition

1 Financials 5.42%
2 Technology 4.65%
3 Healthcare 4.41%
4 Consumer Staples 2.49%
5 Industrials 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$32K 0.01%
600
252
$32K 0.01%
212
253
$31K 0.01%
3,500
254
$31K 0.01%
135
255
$31K 0.01%
+136
256
$31K 0.01%
611
257
$30K 0.01%
450
258
$30K 0.01%
2,500
259
$29K 0.01%
583
260
$29K 0.01%
695
261
$29K 0.01%
852
262
$29K 0.01%
300
263
$29K 0.01%
1,212
264
$28K 0.01%
500
-61
265
$28K 0.01%
175
266
$28K 0.01%
352
267
$28K 0.01%
163
268
$27K 0.01%
364
269
$26K 0.01%
+156
270
$26K 0.01%
800
271
$26K 0.01%
176
272
$26K 0.01%
200
273
$26K 0.01%
300
274
$26K 0.01%
1,521
275
$26K 0.01%
1,100
9 10
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