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
$353M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$198K
3
+$140K
4
INFO
IHS Markit Ltd. Common Shares
INFO
+$100K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$82.6K

Top Sells

1
+$5.55M
2
+$1.18M
3
+$527K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$321K
5
VB icon
Vanguard Small-Cap ETF
VB
+$250K

Sector Composition

1 Financials 5.77%
2 Technology 4.33%
3 Healthcare 4.13%
4 Industrials 2.6%
5 Consumer Staples 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$21K 0.01%
37
277
$21K 0.01%
156
278
$21K 0.01%
657
279
$21K 0.01%
705
+525
280
$21K 0.01%
61
281
$21K 0.01%
183
282
$21K 0.01%
570
+493
283
$21K 0.01%
310
284
$20K 0.01%
250
285
$20K 0.01%
168
286
$20K 0.01%
+290
287
$20K 0.01%
+100
288
$20K 0.01%
67
289
$19K 0.01%
300
290
$19K 0.01%
+80
291
$18K 0.01%
+500
292
$18K 0.01%
+160
293
$18K 0.01%
250
294
$18K 0.01%
+148
295
$18K 0.01%
25
296
$18K 0.01%
197
297
$18K 0.01%
253
-547
298
$18K 0.01%
202
299
$18K 0.01%
+1,000
300
$18K 0.01%
1,360
10 11
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