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
$296M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$2.69M
3
+$1.14M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.02M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$895K

Top Sells

1
+$34.7M
2
+$5.44M
3
+$2.76M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.47M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.31M

Sector Composition

1 Financials 5.13%
2 Healthcare 4.03%
3 Technology 3.39%
4 Consumer Staples 2.77%
5 Industrials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$9K ﹤0.01%
259
352
$9K ﹤0.01%
+560
353
$9K ﹤0.01%
164
+73
354
$9K ﹤0.01%
63
+25
355
$9K ﹤0.01%
+61
356
$9K ﹤0.01%
313
357
$9K ﹤0.01%
61
358
$9K ﹤0.01%
2,000
359
$8K ﹤0.01%
+78
360
$8K ﹤0.01%
84
+14
361
$8K ﹤0.01%
+224
362
$8K ﹤0.01%
+90
363
$8K ﹤0.01%
29
364
$8K ﹤0.01%
+120
365
$8K ﹤0.01%
156
+110
366
$8K ﹤0.01%
+26
367
$8K ﹤0.01%
428
368
$8K ﹤0.01%
+1,000
369
$7K ﹤0.01%
91
+48
370
$7K ﹤0.01%
+116
371
$7K ﹤0.01%
+345
372
$7K ﹤0.01%
452
373
$7K ﹤0.01%
+215
374
$7K ﹤0.01%
+46
375
$7K ﹤0.01%
360
+210
13 14
15
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