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
$394M
AUM Growth
-$94.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1 +$1M
2 +$418K
3 +$374K
4
MSFT icon
Microsoft
MSFT
+$373K
5
CSCO icon
Cisco
CSCO
+$282K

Top Sells

1 +$12.5M
2 +$2.34M
3 +$1.6M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.26M
5
CERN
Cerner Corp
CERN
+$1.12M

Sector Composition

1 Financials 5.42%
2 Technology 4.65%
3 Healthcare 4.41%
4 Consumer Staples 2.49%
5 Industrials 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$11K ﹤0.01%
185
352
$11K ﹤0.01%
690
-178
353
$11K ﹤0.01%
133
354
$11K ﹤0.01%
84
355
$10K ﹤0.01%
165
356
$10K ﹤0.01%
149
357
$10K ﹤0.01%
+140
358
$10K ﹤0.01%
129
359
$10K ﹤0.01%
58
360
$10K ﹤0.01%
83
361
$10K ﹤0.01%
216
362
$9K ﹤0.01%
106
363
$9K ﹤0.01%
292
364
$9K ﹤0.01%
150
365
$9K ﹤0.01%
187
366
$9K ﹤0.01%
225
367
$9K ﹤0.01%
540
368
$9K ﹤0.01%
180
369
$9K ﹤0.01%
283
370
$9K ﹤0.01%
1,000
371
$9K ﹤0.01%
3,500
+500
372
$9K ﹤0.01%
2,000
373
$9K ﹤0.01%
700
374
$9K ﹤0.01%
1,097
375
$9K ﹤0.01%
123