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
$399M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1 +$89.5M
2 +$56.7M
3 +$53.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$44.5M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$36.9M

Top Sells

No sells this quarter

Sector Composition

1 Financials 5.71%
2 Healthcare 3.43%
3 Technology 2.69%
4 Consumer Staples 2.34%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$12K ﹤0.01%
+63
302
$12K ﹤0.01%
+106
303
$12K ﹤0.01%
+111
304
$12K ﹤0.01%
+206
305
$12K ﹤0.01%
+233
306
$11K ﹤0.01%
+185
307
$11K ﹤0.01%
+54
308
$11K ﹤0.01%
+313
309
$10K ﹤0.01%
+500
310
$10K ﹤0.01%
+352
311
$10K ﹤0.01%
+108
312
$10K ﹤0.01%
+63
313
$10K ﹤0.01%
+650
314
$9K ﹤0.01%
+500
315
$9K ﹤0.01%
+70
316
$9K ﹤0.01%
+61
317
$9K ﹤0.01%
+636
318
$9K ﹤0.01%
+292
319
$9K ﹤0.01%
+46
320
$9K ﹤0.01%
+259
321
$9K ﹤0.01%
+248
322
$9K ﹤0.01%
+29
323
$9K ﹤0.01%
+100
324
$8K ﹤0.01%
+485
325
$8K ﹤0.01%
+452