CFFP

Center for Financial Planning Portfolio holdings

AUM $961M
1-Year Est. Return 15.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$872M
AUM Growth
+$89.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
724
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$23.9M
3
+$2M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.02M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$758K

Top Sells

1
+$34.4M
2
+$997K
3
+$305K
4
MRK icon
Merck
MRK
+$300K
5
LHX icon
L3Harris
LHX
+$201K

Sector Composition

1 Financials 4.47%
2 Technology 3.87%
3 Healthcare 2.3%
4 Consumer Discretionary 1.53%
5 Industrials 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$46.7K 0.01%
981
302
$45.8K 0.01%
363
303
$45.6K 0.01%
200
304
$45.2K 0.01%
60
305
$45K 0.01%
354
306
$45K 0.01%
450
307
$44.6K 0.01%
500
308
$44.4K 0.01%
780
309
$44K 0.01%
2,000
310
$43.9K 0.01%
195
311
$43.6K 0.01%
404
312
$42.7K ﹤0.01%
943
313
$42.7K ﹤0.01%
1,250
314
$42.5K ﹤0.01%
597
315
$42.3K ﹤0.01%
345
316
$41.6K ﹤0.01%
1,641
317
$41.4K ﹤0.01%
3,383
318
$40.8K ﹤0.01%
939
-326
319
$40K ﹤0.01%
763
320
$38.9K ﹤0.01%
124
321
$38.6K ﹤0.01%
76
+61
322
$37.5K ﹤0.01%
310
323
$37.4K ﹤0.01%
5,913
324
$36.9K ﹤0.01%
1,714
325
$36.7K ﹤0.01%
400
11 12
13
14 15