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
$399M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$89.5M
2
+$56.7M
3
+$53.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$44.5M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$36.9M

Top Sells

No sells this quarter

Sector Composition

1 Financials 5.71%
2 Healthcare 3.43%
3 Technology 2.69%
4 Consumer Staples 2.34%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$16K ﹤0.01%
+168
277
$16K ﹤0.01%
+332
278
$16K ﹤0.01%
+428
279
$15K ﹤0.01%
+250
280
$15K ﹤0.01%
+52
281
$15K ﹤0.01%
+197
282
$15K ﹤0.01%
+529
283
$15K ﹤0.01%
+200
284
$15K ﹤0.01%
+200
285
$15K ﹤0.01%
+53
286
$15K ﹤0.01%
+2,560
287
$15K ﹤0.01%
+2,000
288
$14K ﹤0.01%
+125
289
$14K ﹤0.01%
+37
290
$13K ﹤0.01%
+500
291
$13K ﹤0.01%
+400
292
$13K ﹤0.01%
+59
293
$13K ﹤0.01%
+188
294
$12K ﹤0.01%
+308
295
$12K ﹤0.01%
+113
296
$12K ﹤0.01%
+1,000
297
$12K ﹤0.01%
+237
298
$12K ﹤0.01%
+156
299
$12K ﹤0.01%
+91
300
$12K ﹤0.01%
+700
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