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
-$541K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$2.61M
3
+$2.56M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.84M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.38M

Top Sells

1
+$2.57M
2
+$1.05M
3
+$417K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$374K
5
INFO
IHS Markit Ltd. Common Shares
INFO
+$309K

Sector Composition

1 Financials 5.66%
2 Technology 4.31%
3 Healthcare 3.79%
4 Industrials 2.06%
5 Consumer Staples 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$16K ﹤0.01%
150
327
$16K ﹤0.01%
424
328
$16K ﹤0.01%
160
329
$16K ﹤0.01%
115
330
$16K ﹤0.01%
87
331
$16K ﹤0.01%
345
332
$15K ﹤0.01%
250
333
$15K ﹤0.01%
142
334
$15K ﹤0.01%
1,000
335
$15K ﹤0.01%
308
+19
336
$15K ﹤0.01%
146
337
$15K ﹤0.01%
500
338
$15K ﹤0.01%
1,000
339
$15K ﹤0.01%
614
+4
340
$15K ﹤0.01%
135
+8
341
$14K ﹤0.01%
1,275
342
$14K ﹤0.01%
116
343
$14K ﹤0.01%
113
344
$14K ﹤0.01%
210
345
$14K ﹤0.01%
200
346
$14K ﹤0.01%
868
+178
347
$14K ﹤0.01%
360
348
$13K ﹤0.01%
250
349
$13K ﹤0.01%
46
350
$13K ﹤0.01%
+165
12 13
14
15 16