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
$383M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
547
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$1.2M
3
+$1.13M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.06M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$529K

Top Sells

1
+$5.65M
2
+$506K
3
+$308K
4
AON icon
Aon
AON
+$196K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$171K

Sector Composition

1 Financials 5.94%
2 Technology 4.33%
3 Healthcare 4.03%
4 Industrials 2.65%
5 Consumer Staples 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$22K 0.01%
168
302
$21K 0.01%
198
-4
303
$21K 0.01%
410
304
$21K 0.01%
500
305
$21K 0.01%
290
306
$20K 0.01%
250
307
$20K 0.01%
156
308
$20K 0.01%
61
309
$19K 0.01%
25
310
$19K 0.01%
+709
311
$19K 0.01%
197
312
$19K 0.01%
+51
313
$19K 0.01%
95
-483
314
$19K 0.01%
1,021
315
$19K 0.01%
160
316
$19K 0.01%
428
317
$18K ﹤0.01%
+424
318
$18K ﹤0.01%
1,385
319
$18K ﹤0.01%
37
320
$18K ﹤0.01%
1,360
321
$18K ﹤0.01%
345
322
$17K ﹤0.01%
+150
323
$17K ﹤0.01%
1,000
324
$17K ﹤0.01%
160
325
$17K ﹤0.01%
+80
11 12
13
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