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
-$541K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$2.61M
3
+$2.56M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.84M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.38M

Top Sells

1
+$2.57M
2
+$1.05M
3
+$417K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$374K
5
INFO
IHS Markit Ltd. Common Shares
INFO
+$309K

Sector Composition

1 Financials 5.66%
2 Technology 4.31%
3 Healthcare 3.79%
4 Industrials 2.06%
5 Consumer Staples 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$30K 0.01%
597
277
$30K 0.01%
600
278
$30K 0.01%
352
279
$30K 0.01%
124
280
$29K 0.01%
176
281
$29K 0.01%
+200
282
$28K 0.01%
300
283
$28K 0.01%
500
284
$28K 0.01%
80
285
$27K 0.01%
769
+59
286
$27K 0.01%
705
287
$26K 0.01%
500
288
$26K 0.01%
310
289
$25K 0.01%
670
290
$25K 0.01%
410
291
$25K 0.01%
500
292
$25K 0.01%
+159
293
$25K 0.01%
250
+232
294
$25K 0.01%
+189
295
$24K ﹤0.01%
253
296
$23K ﹤0.01%
400
297
$22K ﹤0.01%
566
298
$22K ﹤0.01%
+1,000
299
$21K ﹤0.01%
500
300
$20K ﹤0.01%
1,000
10 11
12
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