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
$737M
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$972K
3
+$669K
4
MCD icon
McDonald's
MCD
+$591K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$513K

Top Sells

1
+$985K
2
+$680K
3
+$447K
4
MSFT icon
Microsoft
MSFT
+$417K
5
ADC icon
Agree Realty
ADC
+$346K

Sector Composition

1 Financials 4.68%
2 Technology 4.24%
3 Healthcare 2.81%
4 Consumer Staples 1.82%
5 Consumer Discretionary 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$50.2K 0.01%
294
252
$50K 0.01%
981
253
$49.6K 0.01%
570
254
$49.5K 0.01%
143
255
$49.2K 0.01%
597
256
$49K 0.01%
1,542
257
$48.9K 0.01%
363
258
$48.9K 0.01%
650
259
$48.7K 0.01%
540
260
$48.6K 0.01%
60
261
$48.1K 0.01%
185
262
$48K 0.01%
689
-1,326
263
$47.7K 0.01%
1,500
264
$47.4K 0.01%
53
265
$47.4K 0.01%
631
266
$46.3K 0.01%
136
267
$46K 0.01%
164
268
$45.9K 0.01%
545
269
$45.3K 0.01%
780
270
$44.5K 0.01%
500
271
$43.4K 0.01%
1,631
272
$43.4K 0.01%
517
273
$42.9K 0.01%
1,714
274
$42.2K 0.01%
850
275
$42.2K 0.01%
204
9 10
11
12 13