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
$286M
AUM Growth
-$9.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$2.29M
3
+$2.06M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$754K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$468K

Top Sells

1
+$55.7M
2
+$641K
3
+$629K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$623K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$612K

Sector Composition

1 Financials 5.76%
2 Healthcare 4.48%
3 Technology 4.47%
4 Consumer Staples 2.89%
5 Industrials 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$8K ﹤0.01%
187
327
$8K ﹤0.01%
+200
328
$8K ﹤0.01%
352
329
$8K ﹤0.01%
463
330
$8K ﹤0.01%
46
331
$8K ﹤0.01%
108
-45
332
$7K ﹤0.01%
53
333
$7K ﹤0.01%
106
334
$7K ﹤0.01%
1,000
335
$7K ﹤0.01%
695
-400
336
$7K ﹤0.01%
35
-17
337
$7K ﹤0.01%
500
338
$7K ﹤0.01%
216
339
$7K ﹤0.01%
160
340
$7K ﹤0.01%
700
341
$7K ﹤0.01%
400
342
$7K ﹤0.01%
123
+28
343
$7K ﹤0.01%
57
-5
344
$7K ﹤0.01%
97
345
$6K ﹤0.01%
+120
346
$6K ﹤0.01%
48
-109
347
$6K ﹤0.01%
+172
348
$6K ﹤0.01%
78
-141
349
$6K ﹤0.01%
149
350
$6K ﹤0.01%
35
12 13
14
15 16