CFFP

Center for Financial Planning Portfolio holdings

AUM $961M
1-Year Est. Return 15.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$872M
AUM Growth
+$89.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
724
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$23.9M
3
+$2M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.02M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$758K

Top Sells

1
+$34.4M
2
+$997K
3
+$305K
4
MRK icon
Merck
MRK
+$300K
5
LHX icon
L3Harris
LHX
+$201K

Sector Composition

1 Financials 4.47%
2 Technology 3.87%
3 Healthcare 2.3%
4 Consumer Discretionary 1.53%
5 Industrials 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$60.2K 0.01%
294
277
$59.3K 0.01%
249
278
$59K 0.01%
1,856
+746
279
$58.5K 0.01%
2,039
-480
280
$57.5K 0.01%
583
-40
281
$56.9K 0.01%
172
282
$56.4K 0.01%
500
283
$56.2K 0.01%
814
+644
284
$56.1K 0.01%
588
+175
285
$56.1K 0.01%
697
+100
286
$54.7K 0.01%
1,500
287
$54.5K 0.01%
248
-7
288
$54.4K 0.01%
199
289
$53.5K 0.01%
67
290
$53.4K 0.01%
3,645
+695
291
$53K 0.01%
850
292
$52.8K 0.01%
735
293
$52K 0.01%
+3,787
294
$51.9K 0.01%
984
295
$50.7K 0.01%
669
296
$50.1K 0.01%
300
297
$49.3K 0.01%
136
298
$49.2K 0.01%
1,500
299
$49K 0.01%
549
300
$46.9K 0.01%
637
+6
10 11
12
13 14