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
$286M
AUM Growth
-$9.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$2.29M
3
+$2.06M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$754K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$468K

Top Sells

1
+$55.7M
2
+$641K
3
+$629K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$623K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$612K

Sector Composition

1 Financials 5.76%
2 Healthcare 4.48%
3 Technology 4.47%
4 Consumer Staples 2.89%
5 Industrials 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$16K 0.01%
+250
277
$16K 0.01%
156
278
$16K 0.01%
1,021
-115
279
$15K 0.01%
225
280
$15K 0.01%
235
+190
281
$15K 0.01%
61
282
$14K ﹤0.01%
52
283
$14K ﹤0.01%
529
284
$14K ﹤0.01%
+202
285
$14K ﹤0.01%
500
286
$14K ﹤0.01%
168
287
$14K ﹤0.01%
332
288
$14K ﹤0.01%
188
289
$13K ﹤0.01%
308
-244
290
$13K ﹤0.01%
410
291
$13K ﹤0.01%
363
292
$13K ﹤0.01%
1,360
-1,200
293
$13K ﹤0.01%
428
294
$12K ﹤0.01%
1,000
295
$12K ﹤0.01%
2,500
296
$12K ﹤0.01%
695
-400
297
$12K ﹤0.01%
200
298
$12K ﹤0.01%
63
299
$12K ﹤0.01%
200
300
$12K ﹤0.01%
2,000
10 11
12
13 14