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
$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%
+3
352
$6K ﹤0.01%
+48
353
$6K ﹤0.01%
+60
354
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+100
355
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+240
356
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+102
357
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+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%
+26
363
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+42
364
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+160
365
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+197
366
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+24
367
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+215
368
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+64
369
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+30
370
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+107
371
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+100
372
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+10
373
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+68
374
$5K ﹤0.01%
+100
375
$5K ﹤0.01%
+22