CFFP

Center for Financial Planning Portfolio holdings

AUM $936M
1-Year Est. Return 13.21%
This Quarter Est. Return
1 Year Est. Return
+13.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$399M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$89.5M
2
+$56.7M
3
+$53.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$44.5M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$36.9M

Top Sells

No sells this quarter

Sector Composition

1 Financials 5.71%
2 Healthcare 3.43%
3 Technology 2.69%
4 Consumer Staples 2.34%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$6K ﹤0.01%
+48
352
$6K ﹤0.01%
+60
353
$6K ﹤0.01%
+3
354
$6K ﹤0.01%
+100
355
$6K ﹤0.01%
+240
356
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+102
357
$6K ﹤0.01%
+38
358
$6K ﹤0.01%
+180
359
$6K ﹤0.01%
+64
360
$6K ﹤0.01%
+7
361
$6K ﹤0.01%
+97
362
$5K ﹤0.01%
+22
363
$5K ﹤0.01%
+160
364
$5K ﹤0.01%
+197
365
$5K ﹤0.01%
+24
366
$5K ﹤0.01%
+107
367
$5K ﹤0.01%
+100
368
$5K ﹤0.01%
+10
369
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+68
370
$5K ﹤0.01%
+100
371
$5K ﹤0.01%
+147
372
$5K ﹤0.01%
+23
373
$5K ﹤0.01%
+26
374
$5K ﹤0.01%
+42
375
$5K ﹤0.01%
+215
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