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
$394M
AUM Growth
-$94.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$418K
3
+$374K
4
MSFT icon
Microsoft
MSFT
+$373K
5
CSCO icon
Cisco
CSCO
+$282K

Top Sells

1
+$12.5M
2
+$2.34M
3
+$1.6M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.26M
5
CERN
Cerner Corp
CERN
+$1.12M

Sector Composition

1 Financials 5.42%
2 Technology 4.65%
3 Healthcare 4.41%
4 Consumer Staples 2.49%
5 Industrials 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$18K ﹤0.01%
351
-1,275
302
$18K ﹤0.01%
500
303
$18K ﹤0.01%
310
304
$17K ﹤0.01%
189
305
$17K ﹤0.01%
1,000
306
$17K ﹤0.01%
320
307
$17K ﹤0.01%
500
308
$16K ﹤0.01%
142
309
$16K ﹤0.01%
1,000
310
$16K ﹤0.01%
799
311
$16K ﹤0.01%
+246
312
$16K ﹤0.01%
290
313
$15K ﹤0.01%
25
314
$15K ﹤0.01%
150
315
$15K ﹤0.01%
309
+137
316
$15K ﹤0.01%
1,385
317
$15K ﹤0.01%
1,275
318
$15K ﹤0.01%
160
319
$15K ﹤0.01%
113
320
$15K ﹤0.01%
86
321
$15K ﹤0.01%
1,425
-308
322
$15K ﹤0.01%
389
-7
323
$15K ﹤0.01%
115
324
$15K ﹤0.01%
135
325
$15K ﹤0.01%
428
11 12
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