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
$434M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$162K
3
+$124K
4
MDT icon
Medtronic
MDT
+$112K
5
RJF icon
Raymond James Financial
RJF
+$110K

Top Sells

1
+$1.02M
2
+$273K
3
+$195K
4
AAPL icon
Apple
AAPL
+$184K
5
PXD
Pioneer Natural Resource Co.
PXD
+$164K

Sector Composition

1 Financials 5.51%
2 Technology 4.91%
3 Healthcare 4.07%
4 Consumer Staples 2.64%
5 Industrials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$10.9K ﹤0.01%
+2,000
352
$10.8K ﹤0.01%
1,118
-40
353
$10.7K ﹤0.01%
83
354
$10.6K ﹤0.01%
1,000
355
$10.6K ﹤0.01%
187
356
$10.5K ﹤0.01%
394
357
$10.4K ﹤0.01%
1,097
358
$10.2K ﹤0.01%
149
359
$10.2K ﹤0.01%
+65
360
$9.9K ﹤0.01%
2,000
361
$9.85K ﹤0.01%
155
+43
362
$9.59K ﹤0.01%
1,000
363
$9.58K ﹤0.01%
123
364
$9.54K ﹤0.01%
133
365
$9.45K ﹤0.01%
188
366
$9.21K ﹤0.01%
210
367
$9.2K ﹤0.01%
100
368
$9.03K ﹤0.01%
818
369
$8.95K ﹤0.01%
180
370
$8.89K ﹤0.01%
292
371
$8.65K ﹤0.01%
283
372
$8.64K ﹤0.01%
140
373
$8.51K ﹤0.01%
76
374
$8.45K ﹤0.01%
64
375
$8.41K ﹤0.01%
259
13 14
15
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