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
$394M
AUM Growth
-$94.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$418K
3
+$374K
4
MSFT icon
Microsoft
MSFT
+$373K
5
CSCO icon
Cisco
CSCO
+$282K

Top Sells

1
+$12.5M
2
+$2.34M
3
+$1.6M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.26M
5
CERN
Cerner Corp
CERN
+$1.12M

Sector Composition

1 Financials 5.42%
2 Technology 4.65%
3 Healthcare 4.41%
4 Consumer Staples 2.49%
5 Industrials 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$14K ﹤0.01%
1,000
327
$14K ﹤0.01%
165
328
$14K ﹤0.01%
308
329
$14K ﹤0.01%
424
330
$14K ﹤0.01%
250
331
$14K ﹤0.01%
1,000
332
$14K ﹤0.01%
160
333
$13K ﹤0.01%
20
-280
334
$13K ﹤0.01%
146
335
$13K ﹤0.01%
394
336
$13K ﹤0.01%
200
337
$13K ﹤0.01%
614
338
$13K ﹤0.01%
360
339
$13K ﹤0.01%
400
340
$12K ﹤0.01%
116
341
$12K ﹤0.01%
500
342
$12K ﹤0.01%
210
343
$12K ﹤0.01%
54
344
$12K ﹤0.01%
158
345
$12K ﹤0.01%
436
-3,614
346
$12K ﹤0.01%
+142
347
$12K ﹤0.01%
87
348
$11K ﹤0.01%
250
349
$11K ﹤0.01%
124
350
$11K ﹤0.01%
46
12 13
14
15 16