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
-$541K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$2.61M
3
+$2.56M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.84M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.38M

Top Sells

1
+$2.57M
2
+$1.05M
3
+$417K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$374K
5
INFO
IHS Markit Ltd. Common Shares
INFO
+$309K

Sector Composition

1 Financials 5.66%
2 Technology 4.31%
3 Healthcare 3.79%
4 Industrials 2.06%
5 Consumer Staples 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$13K ﹤0.01%
54
352
$13K ﹤0.01%
133
353
$13K ﹤0.01%
84
354
$12K ﹤0.01%
609
355
$12K ﹤0.01%
124
356
$12K ﹤0.01%
129
357
$12K ﹤0.01%
150
358
$12K ﹤0.01%
52
-21
359
$12K ﹤0.01%
100
360
$12K ﹤0.01%
185
361
$11K ﹤0.01%
83
362
$11K ﹤0.01%
700
363
$11K ﹤0.01%
123
364
$11K ﹤0.01%
33
365
$10K ﹤0.01%
+58
366
$10K ﹤0.01%
160
367
$10K ﹤0.01%
128
368
$10K ﹤0.01%
283
369
$10K ﹤0.01%
160
370
$10K ﹤0.01%
108
371
$10K ﹤0.01%
149
372
$10K ﹤0.01%
76
373
$10K ﹤0.01%
1,100
374
$9K ﹤0.01%
+347
375
$9K ﹤0.01%
53
13 14
15
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