CFFP

Center for Financial Planning Portfolio holdings

AUM $961M
1-Year Est. Return 15.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$872M
AUM Growth
+$89.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
724
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$23.9M
3
+$2M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.02M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$758K

Top Sells

1
+$34.4M
2
+$997K
3
+$305K
4
MRK icon
Merck
MRK
+$300K
5
LHX icon
L3Harris
LHX
+$201K

Sector Composition

1 Financials 4.47%
2 Technology 3.87%
3 Healthcare 2.3%
4 Consumer Discretionary 1.53%
5 Industrials 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$36.4K ﹤0.01%
+1,000
327
$36.2K ﹤0.01%
641
328
$36.2K ﹤0.01%
1,210
-1,444
329
$35.2K ﹤0.01%
1,164
+473
330
$35.1K ﹤0.01%
+550
331
$35K ﹤0.01%
825
332
$34.7K ﹤0.01%
333
333
$34.6K ﹤0.01%
1,920
334
$34.4K ﹤0.01%
266
335
$33.9K ﹤0.01%
1,514
-100
336
$33.8K ﹤0.01%
1,278
-170
337
$33.7K ﹤0.01%
266
338
$33.3K ﹤0.01%
517
339
$33K ﹤0.01%
+1,403
340
$32.1K ﹤0.01%
666
+3
341
$32.1K ﹤0.01%
46
342
$32K ﹤0.01%
1,449
-85
343
$31.8K ﹤0.01%
400
344
$31.7K ﹤0.01%
1,500
-1,000
345
$31.5K ﹤0.01%
637
-831
346
$31.3K ﹤0.01%
356
347
$31.2K ﹤0.01%
1,521
348
$31.1K ﹤0.01%
1,542
349
$31K ﹤0.01%
600
350
$29.8K ﹤0.01%
98
12 13
14
15 16