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
$399M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1 +$89.5M
2 +$56.7M
3 +$53.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$44.5M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$36.9M

Top Sells

No sells this quarter

Sector Composition

1 Financials 5.71%
2 Healthcare 3.43%
3 Technology 2.69%
4 Consumer Staples 2.34%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$8K ﹤0.01%
+135
327
$8K ﹤0.01%
+62
328
$8K ﹤0.01%
+45
329
$8K ﹤0.01%
+177
330
$8K ﹤0.01%
+40
331
$8K ﹤0.01%
+249
332
$7K ﹤0.01%
+82
333
$7K ﹤0.01%
+53
334
$7K ﹤0.01%
+106
335
$7K ﹤0.01%
+78
336
$7K ﹤0.01%
+529
337
$7K ﹤0.01%
+220
338
$7K ﹤0.01%
+187
339
$7K ﹤0.01%
+35
340
$7K ﹤0.01%
+78
341
$7K ﹤0.01%
+216
342
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+149
343
$7K ﹤0.01%
+500
344
$7K ﹤0.01%
+35
345
$7K ﹤0.01%
+2,000
346
$7K ﹤0.01%
+29
347
$7K ﹤0.01%
+55
348
$7K ﹤0.01%
+533
349
$7K ﹤0.01%
+185
350
$7K ﹤0.01%
+61