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
$353M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$198K
3
+$140K
4
INFO
IHS Markit Ltd. Common Shares
INFO
+$100K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$82.6K

Top Sells

1
+$5.55M
2
+$1.18M
3
+$527K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$321K
5
VB icon
Vanguard Small-Cap ETF
VB
+$250K

Sector Composition

1 Financials 5.77%
2 Technology 4.33%
3 Healthcare 4.13%
4 Industrials 2.6%
5 Consumer Staples 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$17K ﹤0.01%
695
302
$17K ﹤0.01%
63
303
$17K ﹤0.01%
410
304
$17K ﹤0.01%
160
-201
305
$17K ﹤0.01%
160
306
$17K ﹤0.01%
1,000
307
$17K ﹤0.01%
1,021
308
$17K ﹤0.01%
428
309
$16K ﹤0.01%
1,000
310
$16K ﹤0.01%
332
311
$15K ﹤0.01%
308
312
$15K ﹤0.01%
+165
313
$15K ﹤0.01%
345
314
$14K ﹤0.01%
370
315
$14K ﹤0.01%
59
-50
316
$14K ﹤0.01%
+87
317
$14K ﹤0.01%
+500
318
$13K ﹤0.01%
2,000
319
$13K ﹤0.01%
46
320
$13K ﹤0.01%
185
321
$13K ﹤0.01%
54
322
$13K ﹤0.01%
700
323
$13K ﹤0.01%
205
324
$13K ﹤0.01%
127
-50
325
$13K ﹤0.01%
+115
11 12
13
14 15