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
$488M
AUM Growth
+$77.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$53.2M
2
+$3.06M
3
+$2.03M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$860K
5
SPGI icon
S&P Global
SPGI
+$689K

Top Sells

1
+$18M
2
+$506K
3
+$363K
4
BMY icon
Bristol-Myers Squibb
BMY
+$210K
5
CACC icon
Credit Acceptance
CACC
+$172K

Sector Composition

1 Financials 5.24%
2 Technology 4.69%
3 Healthcare 3.72%
4 Industrials 2.15%
5 Consumer Staples 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$17K ﹤0.01%
160
327
$17K ﹤0.01%
500
328
$17K ﹤0.01%
165
329
$16K ﹤0.01%
289
-281
330
$16K ﹤0.01%
146
331
$16K ﹤0.01%
113
-71
332
$16K ﹤0.01%
250
333
$16K ﹤0.01%
1,000
-1,000
334
$16K ﹤0.01%
610
335
$16K ﹤0.01%
115
336
$16K ﹤0.01%
360
337
$16K ﹤0.01%
150
338
$15K ﹤0.01%
+271
339
$15K ﹤0.01%
320
340
$15K ﹤0.01%
210
341
$15K ﹤0.01%
46
342
$15K ﹤0.01%
84
+9
343
$15K ﹤0.01%
345
344
$15K ﹤0.01%
+127
345
$14K ﹤0.01%
1,000
346
$14K ﹤0.01%
129
347
$14K ﹤0.01%
116
348
$14K ﹤0.01%
550
349
$13K ﹤0.01%
250
350
$13K ﹤0.01%
83
12 13
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