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
$737M
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$972K
3
+$669K
4
MCD icon
McDonald's
MCD
+$591K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$513K

Top Sells

1
+$985K
2
+$680K
3
+$447K
4
MSFT icon
Microsoft
MSFT
+$417K
5
ADC icon
Agree Realty
ADC
+$346K

Sector Composition

1 Financials 4.68%
2 Technology 4.24%
3 Healthcare 2.81%
4 Consumer Staples 1.82%
5 Consumer Discretionary 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$30.1K ﹤0.01%
656
302
$30.1K ﹤0.01%
1,521
303
$29.7K ﹤0.01%
316
-54
304
$29.2K ﹤0.01%
200
305
$29.1K ﹤0.01%
46
306
$28.9K ﹤0.01%
600
307
$28K ﹤0.01%
620
-50
308
$27.7K ﹤0.01%
234
-250
309
$27.2K ﹤0.01%
3,293
+137
310
$26.9K ﹤0.01%
300
311
$26K ﹤0.01%
175
312
$24.9K ﹤0.01%
695
313
$24.9K ﹤0.01%
2,000
314
$24.4K ﹤0.01%
1,000
315
$24.4K ﹤0.01%
150
-173
316
$24.2K ﹤0.01%
210
317
$24.1K ﹤0.01%
89
+20
318
$23.7K ﹤0.01%
25
319
$23.7K ﹤0.01%
185
320
$23.7K ﹤0.01%
500
321
$23.6K ﹤0.01%
175
-75
322
$23.6K ﹤0.01%
1,157
323
$23.3K ﹤0.01%
50
324
$23.2K ﹤0.01%
1,134
325
$22.8K ﹤0.01%
500
11 12
13
14 15