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
$488M
AUM Growth
+$77.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$51.4M
2
+$3.08M
3
+$2.07M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$855K
5
SPGI icon
S&P Global
SPGI
+$667K

Top Sells

1
+$17.5M
2
+$492K
3
+$364K
4
BMY icon
Bristol-Myers Squibb
BMY
+$197K
5
CACC icon
Credit Acceptance
CACC
+$161K

Sector Composition

1 Financials 5.24%
2 Technology 4.69%
3 Healthcare 3.72%
4 Industrials 2.15%
5 Consumer Staples 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$13K ﹤0.01%
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352
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353
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354
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355
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356
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609
357
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400
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360
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361
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362
$11K ﹤0.01%
17
363
$11K ﹤0.01%
196
+168
364
$11K ﹤0.01%
+167
365
$11K ﹤0.01%
39
366
$11K ﹤0.01%
139
+39
367
$11K ﹤0.01%
128
368
$11K ﹤0.01%
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369
$11K ﹤0.01%
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370
$11K ﹤0.01%
149
371
$11K ﹤0.01%
133
372
$11K ﹤0.01%
355
373
$11K ﹤0.01%
160
374
$10K ﹤0.01%
53
375
$10K ﹤0.01%
+83
13 14
15
16 17