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
$286M
AUM Growth
-$9.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$2.29M
3
+$2.06M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$754K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$468K

Top Sells

1
+$55.7M
2
+$641K
3
+$629K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$623K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$612K

Sector Composition

1 Financials 5.76%
2 Healthcare 4.48%
3 Technology 4.47%
4 Consumer Staples 2.89%
5 Industrials 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$11K ﹤0.01%
220
302
$10K ﹤0.01%
1,385
303
$10K ﹤0.01%
129
-140
304
$10K ﹤0.01%
29
305
$10K ﹤0.01%
54
-135
306
$10K ﹤0.01%
205
-1
307
$10K ﹤0.01%
177
308
$10K ﹤0.01%
650
309
$10K ﹤0.01%
+1,000
310
$10K ﹤0.01%
61
-130
311
$10K ﹤0.01%
370
-732
312
$10K ﹤0.01%
452
313
$9K ﹤0.01%
292
314
$9K ﹤0.01%
237
-59
315
$9K ﹤0.01%
100
-64
316
$9K ﹤0.01%
185
317
$9K ﹤0.01%
259
318
$9K ﹤0.01%
313
319
$9K ﹤0.01%
61
320
$9K ﹤0.01%
1,000
321
$9K ﹤0.01%
249
322
$9K ﹤0.01%
+232
323
$8K ﹤0.01%
70
-14
324
$8K ﹤0.01%
60
325
$8K ﹤0.01%
135
11 12
13
14 15