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
$737M
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$972K
3
+$669K
4
MCD icon
McDonald's
MCD
+$591K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$513K

Top Sells

1
+$985K
2
+$680K
3
+$447K
4
MSFT icon
Microsoft
MSFT
+$417K
5
ADC icon
Agree Realty
ADC
+$346K

Sector Composition

1 Financials 4.68%
2 Technology 4.24%
3 Healthcare 2.81%
4 Consumer Staples 1.82%
5 Consumer Discretionary 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$40.9K 0.01%
1,250
277
$40.3K 0.01%
195
278
$40.2K 0.01%
597
279
$40.1K 0.01%
404
280
$40K 0.01%
+809
281
$38.3K 0.01%
943
282
$37.9K 0.01%
1,614
+178
283
$37.4K 0.01%
145
284
$37K 0.01%
641
285
$36.8K 0.01%
580
286
$36.6K 0.01%
90
287
$36.5K ﹤0.01%
1,774
+80
288
$35.8K ﹤0.01%
5,310
+1,493
289
$35.2K ﹤0.01%
1,029
290
$35.1K ﹤0.01%
2,500
291
$33.7K ﹤0.01%
2,000
292
$32.9K ﹤0.01%
725
293
$32.3K ﹤0.01%
400
294
$32.2K ﹤0.01%
310
295
$32K ﹤0.01%
333
296
$31.8K ﹤0.01%
163
297
$31.7K ﹤0.01%
825
298
$31.6K ﹤0.01%
400
299
$31.1K ﹤0.01%
500
300
$30.7K ﹤0.01%
610
10 11
12
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