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

Top Buys

1
+$53.2M
2
+$3.06M
3
+$2.03M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$860K
5
SPGI icon
S&P Global
SPGI
+$689K

Top Sells

1
+$18M
2
+$506K
3
+$363K
4
BMY icon
Bristol-Myers Squibb
BMY
+$210K
5
CACC icon
Credit Acceptance
CACC
+$172K

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%
180
352
$13K ﹤0.01%
100
353
$13K ﹤0.01%
200
354
$13K ﹤0.01%
700
355
$13K ﹤0.01%
108
356
$12K ﹤0.01%
609
357
$12K ﹤0.01%
400
-76
358
$12K ﹤0.01%
185
359
$12K ﹤0.01%
76
360
$12K ﹤0.01%
+103
361
$12K ﹤0.01%
123
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%
187
369
$11K ﹤0.01%
163
370
$11K ﹤0.01%
355
371
$11K ﹤0.01%
160
372
$11K ﹤0.01%
149
373
$11K ﹤0.01%
133
374
$10K ﹤0.01%
+83
375
$10K ﹤0.01%
283
13 14
15
16 17