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
$286M
AUM Growth
-$9.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$2.29M
3
+$2.06M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$754K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$468K

Top Sells

1
+$55.7M
2
+$641K
3
+$629K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$623K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$612K

Sector Composition

1 Financials 5.76%
2 Healthcare 4.48%
3 Technology 4.47%
4 Consumer Staples 2.89%
5 Industrials 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$6K ﹤0.01%
102
-82
352
$6K ﹤0.01%
29
353
$6K ﹤0.01%
38
-25
354
$6K ﹤0.01%
+268
355
$6K ﹤0.01%
64
-1,738
356
$5K ﹤0.01%
82
357
$5K ﹤0.01%
500
358
$5K ﹤0.01%
10
359
$5K ﹤0.01%
114
-4,877
360
$5K ﹤0.01%
370
361
$5K ﹤0.01%
147
362
$5K ﹤0.01%
23
363
$5K ﹤0.01%
26
364
$5K ﹤0.01%
1,000
365
$5K ﹤0.01%
100
+61
366
$5K ﹤0.01%
76
367
$5K ﹤0.01%
41
-16
368
$5K ﹤0.01%
221
369
$5K ﹤0.01%
170
-3
370
$5K ﹤0.01%
70
371
$5K ﹤0.01%
64
372
$4K ﹤0.01%
43
-48
373
$4K ﹤0.01%
262
374
$4K ﹤0.01%
100
375
$4K ﹤0.01%
7
-1
13 14
15
16 17