CFFP
Center for Financial Planning Portfolio holdings
AUM $783M
This Quarter Return
-1.12%
1 Year Return
+6.42%
3 Year Return
+21.22%
5 Year Return
+111.68%
10 Year Return
–
AUM
$783M
AUM Growth
+$33.3M (+4%)
Cap. Flow
+$47.2M
Cap. Flow % of AUM
6.03%
Top 10 Holdings %Top 10 Hldgs %
77.19%
Holding
754
New
79
Increased
116
Reduced
74
Closed
54
Top Buys
| 1 | $34.4M | |
| 2 | $2.37M | |
| 3 | $2.13M | |
| 4 | $1.91M | |
| 5 | $1.53M |
Top Sells
| 1 | $2.32M | |
| 2 | $568K | |
| 3 | $422K | |
| 4 | $358K | |
| 5 | $300K |
Sector Composition
| 1 | Financials | 4.97% |
| 2 | Technology | 3.55% |
| 3 | Healthcare | 2.66% |
| 4 | Consumer Staples | 1.62% |
| 5 | Consumer Discretionary | 1.58% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $39.6K | 0.01% | 597 | – | – | |||
| $39.5K | 0.01% | +1,641 | New | +$39.5K | |||
| $39.3K | 0.01% | 195 | – | – | |||
| $39.2K | 0.01% | +3,383 | New | +$39.2K | |||
| $39.1K | 0.01% | 1,714 | – | – | |||
| $38.9K | 0.01% | 404 | – | – | |||
| $38.6K | ﹤0.01% | 1,250 | – | – | |||
| $38.3K | ﹤0.01% | +1,635 | New | +$38.3K | |||
| $38.2K | ﹤0.01% | 2,500 | – | – | |||
| $38K | ﹤0.01% | 763 | – | – | |||
| $37.6K | ﹤0.01% | 60 | – | – | |||
| $37.6K | ﹤0.01% | +1,397 | New | +$37.6K | |||
| $37.3K | ﹤0.01% | 185 | – | – | |||
| $37.2K | ﹤0.01% | +3,616 | New | +$37.2K | |||
| $37.1K | ﹤0.01% | 374 +345 | +1,190% | +$34.2K | |||
| $36.8K | ﹤0.01% | 400 | – | – | |||
| $36.6K | ﹤0.01% | 1,614 | – | – | |||
| $36.5K | ﹤0.01% | 809 | – | – | |||
| $36.3K | ﹤0.01% | 333 | – | – | |||
| $36K | ﹤0.01% | 517 | – | – | |||
| $35.9K | ﹤0.01% | 641 | – | – | |||
| $35.6K | ﹤0.01% | 354 | – | – | |||
| $35.1K | ﹤0.01% | +221 | New | +$35.1K | |||
| $35.1K | ﹤0.01% | +1,920 | New | +$35.1K | |||
| $35.1K | ﹤0.01% | +1,497 | New | +$35.1K |
