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

Top Buys

1
+$3.94M
2
+$1.2M
3
+$1.13M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.06M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$529K

Top Sells

1
+$5.65M
2
+$506K
3
+$308K
4
AON icon
Aon
AON
+$196K
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%
+116
352
$13K ﹤0.01%
+190
353
$13K ﹤0.01%
2,000
354
$13K ﹤0.01%
185
355
$13K ﹤0.01%
1,100
356
$13K ﹤0.01%
59
357
$13K ﹤0.01%
115
358
$13K ﹤0.01%
350
359
$13K ﹤0.01%
+610
360
$13K ﹤0.01%
54
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