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
$394M
AUM Growth
-$94.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$418K
3
+$374K
4
MSFT icon
Microsoft
MSFT
+$373K
5
CSCO icon
Cisco
CSCO
+$282K

Top Sells

1
+$12.5M
2
+$2.34M
3
+$1.6M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.26M
5
CERN
Cerner Corp
CERN
+$1.12M

Sector Composition

1 Financials 5.42%
2 Technology 4.65%
3 Healthcare 4.41%
4 Consumer Staples 2.49%
5 Industrials 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$26K 0.01%
99
-62
277
$25K 0.01%
53
278
$25K 0.01%
500
279
$25K 0.01%
597
280
$24K 0.01%
253
281
$24K 0.01%
+425
282
$24K 0.01%
760
283
$24K 0.01%
1,134
284
$24K 0.01%
400
285
$24K 0.01%
+294
286
$22K 0.01%
310
287
$22K 0.01%
+372
288
$22K 0.01%
705
289
$21K 0.01%
670
290
$21K 0.01%
410
291
$21K 0.01%
320
-319
292
$21K 0.01%
156
293
$20K 0.01%
500
294
$19K ﹤0.01%
1,340
295
$19K ﹤0.01%
328
296
$19K ﹤0.01%
574
-195
297
$19K ﹤0.01%
159
298
$19K ﹤0.01%
550
299
$19K ﹤0.01%
80
300
$19K ﹤0.01%
124
10 11
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