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
$383M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
547
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$1.2M
3
+$1.13M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.06M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$529K

Top Sells

1
+$5.65M
2
+$506K
3
+$308K
4
AON icon
Aon
AON
+$196K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$171K

Sector Composition

1 Financials 5.94%
2 Technology 4.33%
3 Healthcare 4.03%
4 Industrials 2.65%
5 Consumer Staples 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$26K 0.01%
184
277
$26K 0.01%
+597
278
$26K 0.01%
80
279
$26K 0.01%
163
280
$26K 0.01%
826
281
$25K 0.01%
570
282
$25K 0.01%
+508
283
$25K 0.01%
695
284
$25K 0.01%
177
285
$25K 0.01%
+367
286
$25K 0.01%
+1,521
287
$25K 0.01%
1,825
-155
288
$25K 0.01%
+2,376
289
$25K 0.01%
200
290
$24K 0.01%
99
291
$24K 0.01%
250
292
$24K 0.01%
+98
293
$24K 0.01%
705
294
$23K 0.01%
310
295
$23K 0.01%
+105
296
$22K 0.01%
+41
297
$22K 0.01%
450
298
$22K 0.01%
+400
299
$22K 0.01%
695
300
$22K 0.01%
+500
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