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
$353M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1 +$5M
2 +$198K
3 +$140K
4
INFO
IHS Markit Ltd. Common Shares
INFO
+$100K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$82.6K

Top Sells

1 +$5.55M
2 +$1.18M
3 +$527K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$321K
5
VB icon
Vanguard Small-Cap ETF
VB
+$250K

Sector Composition

1 Financials 5.77%
2 Technology 4.33%
3 Healthcare 4.13%
4 Industrials 2.6%
5 Consumer Staples 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$9K ﹤0.01%
123
352
$9K ﹤0.01%
+350
353
$9K ﹤0.01%
97
354
$8K ﹤0.01%
82
355
$8K ﹤0.01%
53
356
$8K ﹤0.01%
695
357
$8K ﹤0.01%
160
358
$8K ﹤0.01%
135
359
$8K ﹤0.01%
187
360
$8K ﹤0.01%
163
361
$8K ﹤0.01%
78
362
$8K ﹤0.01%
+100
363
$8K ﹤0.01%
200
364
$8K ﹤0.01%
463
365
$8K ﹤0.01%
35
366
$8K ﹤0.01%
2,000
367
$8K ﹤0.01%
29
368
$8K ﹤0.01%
57
369
$8K ﹤0.01%
38
370
$8K ﹤0.01%
313
371
$8K ﹤0.01%
61
372
$7K ﹤0.01%
39
373
$7K ﹤0.01%
48
374
$7K ﹤0.01%
78
375
$7K ﹤0.01%
370