CFFP

Center for Financial Planning Portfolio holdings

AUM $961M
1-Year Est. Return 15.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$872M
AUM Growth
+$89.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
724
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$23.9M
3
+$2M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.02M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$758K

Top Sells

1
+$34.4M
2
+$997K
3
+$305K
4
MRK icon
Merck
MRK
+$300K
5
LHX icon
L3Harris
LHX
+$201K

Sector Composition

1 Financials 4.47%
2 Technology 3.87%
3 Healthcare 2.3%
4 Consumer Discretionary 1.53%
5 Industrials 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$73.9K 0.01%
1,057
252
$73.1K 0.01%
1,096
+1
253
$72.5K 0.01%
320
+50
254
$72.4K 0.01%
1,223
255
$71.3K 0.01%
531
+157
256
$70.3K 0.01%
710
-30
257
$70.3K 0.01%
770
+750
258
$70.1K 0.01%
1,300
259
$69.2K 0.01%
754
260
$68.8K 0.01%
2,598
261
$68.7K 0.01%
1,214
262
$66.2K 0.01%
2,100
263
$66.2K 0.01%
660
264
$66.2K 0.01%
375
265
$64.1K 0.01%
+470
266
$63.4K 0.01%
1,418
267
$63.3K 0.01%
941
268
$63.2K 0.01%
205
-150
269
$62.8K 0.01%
843
-33
270
$62.8K 0.01%
1,559
271
$62.7K 0.01%
342
-13
272
$62.7K 0.01%
1,440
+343
273
$61.8K 0.01%
176
+120
274
$61.4K 0.01%
494
+126
275
$60.9K 0.01%
5,137
+1,345
9 10
11
12 13