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
$353M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$198K
3
+$140K
4
INFO
IHS Markit Ltd. Common Shares
INFO
+$100K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$82.6K

Top Sells

1
+$5.55M
2
+$1.18M
3
+$527K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$321K
5
VB icon
Vanguard Small-Cap ETF
VB
+$250K

Sector Composition

1 Financials 5.77%
2 Technology 4.33%
3 Healthcare 4.13%
4 Industrials 2.6%
5 Consumer Staples 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$13K ﹤0.01%
52
327
$13K ﹤0.01%
1,385
328
$13K ﹤0.01%
219
329
$13K ﹤0.01%
+83
330
$12K ﹤0.01%
108
-105
331
$11K ﹤0.01%
120
332
$11K ﹤0.01%
1,000
333
$11K ﹤0.01%
+210
334
$11K ﹤0.01%
237
335
$11K ﹤0.01%
+87
336
$11K ﹤0.01%
1,100
+1,000
337
$11K ﹤0.01%
+275
338
$10K ﹤0.01%
+150
339
$10K ﹤0.01%
+100
340
$10K ﹤0.01%
29
341
$10K ﹤0.01%
30
342
$10K ﹤0.01%
180
343
$10K ﹤0.01%
216
344
$10K ﹤0.01%
259
345
$10K ﹤0.01%
+50
346
$10K ﹤0.01%
+75
347
$9K ﹤0.01%
500
348
$9K ﹤0.01%
60
349
$9K ﹤0.01%
292
350
$9K ﹤0.01%
+100
12 13
14
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