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
$488M
AUM Growth
+$77.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$53.2M
2
+$3.06M
3
+$2.03M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$860K
5
SPGI icon
S&P Global
SPGI
+$689K

Top Sells

1
+$18M
2
+$506K
3
+$363K
4
BMY icon
Bristol-Myers Squibb
BMY
+$210K
5
CACC icon
Credit Acceptance
CACC
+$172K

Sector Composition

1 Financials 5.24%
2 Technology 4.69%
3 Healthcare 3.72%
4 Industrials 2.15%
5 Consumer Staples 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$30K 0.01%
561
277
$30K 0.01%
176
278
$30K 0.01%
+500
279
$30K 0.01%
1,000
280
$30K 0.01%
600
281
$30K 0.01%
540
+90
282
$29K 0.01%
500
-200
283
$29K 0.01%
+1,134
284
$29K 0.01%
410
285
$29K 0.01%
+300
286
$29K 0.01%
+2,000
287
$28K 0.01%
1,521
288
$28K 0.01%
705
-140
289
$27K 0.01%
695
290
$27K 0.01%
310
291
$27K 0.01%
80
292
$27K 0.01%
105
293
$26K 0.01%
450
294
$26K 0.01%
560
-1
295
$25K 0.01%
566
296
$25K 0.01%
670
-50
297
$25K 0.01%
158
+60
298
$23K ﹤0.01%
25
299
$23K ﹤0.01%
1,097
300
$23K ﹤0.01%
290
10 11
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