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
-$541K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$2.61M
3
+$2.56M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.84M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.38M

Top Sells

1
+$2.57M
2
+$1.05M
3
+$417K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$374K
5
INFO
IHS Markit Ltd. Common Shares
INFO
+$309K

Sector Composition

1 Financials 5.66%
2 Technology 4.31%
3 Healthcare 3.79%
4 Industrials 2.06%
5 Consumer Staples 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$20K ﹤0.01%
560
302
$20K ﹤0.01%
156
303
$20K ﹤0.01%
290
304
$19K ﹤0.01%
74
305
$19K ﹤0.01%
25
306
$19K ﹤0.01%
150
307
$19K ﹤0.01%
158
308
$19K ﹤0.01%
1,097
309
$19K ﹤0.01%
86
-19
310
$19K ﹤0.01%
1,733
+355
311
$19K ﹤0.01%
396
312
$19K ﹤0.01%
100
+40
313
$18K ﹤0.01%
+328
314
$18K ﹤0.01%
320
315
$18K ﹤0.01%
799
316
$18K ﹤0.01%
550
317
$18K ﹤0.01%
310
318
$18K ﹤0.01%
160
319
$18K ﹤0.01%
428
320
$17K ﹤0.01%
394
321
$17K ﹤0.01%
1,385
322
$17K ﹤0.01%
1,000
323
$17K ﹤0.01%
2,000
324
$17K ﹤0.01%
165
325
$16K ﹤0.01%
400
11 12
13
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