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
$737M
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1 +$4.09M
2 +$972K
3 +$669K
4
MCD icon
McDonald's
MCD
+$591K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$513K

Top Sells

1 +$985K
2 +$680K
3 +$447K
4
MSFT icon
Microsoft
MSFT
+$417K
5
ADC icon
Agree Realty
ADC
+$346K

Sector Composition

1 Financials 4.68%
2 Technology 4.24%
3 Healthcare 2.81%
4 Consumer Staples 1.82%
5 Consumer Discretionary 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$22.7K ﹤0.01%
264
327
$22.3K ﹤0.01%
165
328
$22.2K ﹤0.01%
122
329
$22K ﹤0.01%
300
330
$21.8K ﹤0.01%
300
331
$21.8K ﹤0.01%
364
-22
332
$21.2K ﹤0.01%
124
333
$20.9K ﹤0.01%
500
334
$20.8K ﹤0.01%
+120
335
$20.6K ﹤0.01%
54
336
$20.2K ﹤0.01%
170
+70
337
$19.9K ﹤0.01%
1,104
338
$19.8K ﹤0.01%
88
339
$19.7K ﹤0.01%
108
340
$19.5K ﹤0.01%
1,385
341
$19.4K ﹤0.01%
144
342
$19.4K ﹤0.01%
94
343
$19K ﹤0.01%
126
344
$18.6K ﹤0.01%
150
345
$18.4K ﹤0.01%
217
346
$17.7K ﹤0.01%
115
347
$17.4K ﹤0.01%
87
348
$17K ﹤0.01%
133
349
$16.7K ﹤0.01%
356
350
$16.6K ﹤0.01%
150