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
$383M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
547
New
Increased
Reduced
Closed

Top Buys

1
+$3.84M
2
+$1.14M
3
+$1.12M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.03M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$510K

Top Sells

1
+$5.38M
2
+$498K
3
+$313K
4
AON icon
Aon
AON
+$188K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$171K

Sector Composition

1 Financials 5.94%
2 Technology 4.33%
3 Healthcare 4.03%
4 Industrials 2.65%
5 Consumer Staples 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$13K ﹤0.01%
+190
352
$13K ﹤0.01%
2,000
353
$13K ﹤0.01%
185
354
$13K ﹤0.01%
+610
355
$13K ﹤0.01%
54
356
$13K ﹤0.01%
1,100
357
$13K ﹤0.01%
59
358
$13K ﹤0.01%
115
359
$13K ﹤0.01%
350
360
$13K ﹤0.01%
+94
361
$12K ﹤0.01%
1,000
362
$12K ﹤0.01%
83
363
$12K ﹤0.01%
+129
364
$12K ﹤0.01%
463
365
$12K ﹤0.01%
108
366
$12K ﹤0.01%
700
367
$12K ﹤0.01%
275
368
$12K ﹤0.01%
67
369
$11K ﹤0.01%
+125
370
$11K ﹤0.01%
150
371
$11K ﹤0.01%
+36
372
$11K ﹤0.01%
695
373
$11K ﹤0.01%
29
374
$11K ﹤0.01%
78
375
$11K ﹤0.01%
180
13 14
15
16 17