CFFP

Center for Financial Planning Portfolio holdings

AUM $936M
1-Year Est. Return 13.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$383M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
547
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$1.2M
3
+$1.13M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.06M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$529K

Top Sells

1
+$5.65M
2
+$506K
3
+$308K
4
AON icon
Aon
AON
+$196K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$171K

Sector Composition

1 Financials 5.94%
2 Technology 4.33%
3 Healthcare 4.03%
4 Industrials 2.65%
5 Consumer Staples 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$17K ﹤0.01%
100
327
$16K ﹤0.01%
+20
328
$16K ﹤0.01%
63
329
$16K ﹤0.01%
160
330
$16K ﹤0.01%
+55
331
$16K ﹤0.01%
205
332
$16K ﹤0.01%
165
333
$15K ﹤0.01%
1,000
334
$15K ﹤0.01%
46
335
$15K ﹤0.01%
+200
336
$15K ﹤0.01%
332
337
$15K ﹤0.01%
52
338
$15K ﹤0.01%
320
-50
339
$15K ﹤0.01%
+394
340
$15K ﹤0.01%
+73
341
$15K ﹤0.01%
174
342
$14K ﹤0.01%
250
343
$14K ﹤0.01%
308
344
$14K ﹤0.01%
210
345
$14K ﹤0.01%
237
346
$14K ﹤0.01%
156
+120
347
$14K ﹤0.01%
356
-457
348
$14K ﹤0.01%
127
349
$13K ﹤0.01%
+94
350
$13K ﹤0.01%
+129
12 13
14
15 16