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
$296M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$2.69M
3
+$1.14M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.02M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$895K

Top Sells

1
+$34.7M
2
+$5.44M
3
+$2.76M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.47M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.31M

Sector Composition

1 Financials 5.13%
2 Healthcare 4.03%
3 Technology 3.39%
4 Consumer Staples 2.77%
5 Industrials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$12K ﹤0.01%
219
+141
302
$12K ﹤0.01%
37
303
$12K ﹤0.01%
233
304
$12K ﹤0.01%
+1,159
305
$11K ﹤0.01%
125
306
$11K ﹤0.01%
529
307
$11K ﹤0.01%
+2,500
308
$11K ﹤0.01%
1,095
-632
309
$11K ﹤0.01%
+2,000
310
$11K ﹤0.01%
111
311
$11K ﹤0.01%
+150
312
$11K ﹤0.01%
500
313
$11K ﹤0.01%
+256
314
$11K ﹤0.01%
168
315
$11K ﹤0.01%
341
+270
316
$11K ﹤0.01%
+12
317
$10K ﹤0.01%
250
318
$10K ﹤0.01%
+86
319
$10K ﹤0.01%
220
320
$10K ﹤0.01%
+1,000
321
$10K ﹤0.01%
1,385
322
$10K ﹤0.01%
512
+417
323
$10K ﹤0.01%
200
324
$10K ﹤0.01%
63
325
$10K ﹤0.01%
410
11 12
13
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