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
$488M
AUM Growth
+$77.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$53.2M
2
+$3.06M
3
+$2.03M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$860K
5
SPGI icon
S&P Global
SPGI
+$689K

Top Sells

1
+$18M
2
+$506K
3
+$363K
4
BMY icon
Bristol-Myers Squibb
BMY
+$210K
5
CACC icon
Credit Acceptance
CACC
+$172K

Sector Composition

1 Financials 5.24%
2 Technology 4.69%
3 Healthcare 3.72%
4 Industrials 2.15%
5 Consumer Staples 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$22K ﹤0.01%
253
-100
302
$22K ﹤0.01%
710
+61
303
$22K ﹤0.01%
500
304
$22K ﹤0.01%
60
+10
305
$21K ﹤0.01%
428
306
$20K ﹤0.01%
150
-100
307
$19K ﹤0.01%
1,000
308
$19K ﹤0.01%
150
309
$19K ﹤0.01%
73
310
$19K ﹤0.01%
54
311
$19K ﹤0.01%
+310
312
$19K ﹤0.01%
1,378
+51
313
$19K ﹤0.01%
396
+40
314
$19K ﹤0.01%
160
315
$18K ﹤0.01%
74
-141
316
$18K ﹤0.01%
+1,275
317
$18K ﹤0.01%
1,000
318
$18K ﹤0.01%
156
319
$18K ﹤0.01%
87
320
$17K ﹤0.01%
142
-100
321
$17K ﹤0.01%
400
322
$17K ﹤0.01%
424
323
$17K ﹤0.01%
394
324
$17K ﹤0.01%
1,385
325
$17K ﹤0.01%
+799
11 12
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