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
$737M
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1 +$4.09M
2 +$972K
3 +$669K
4
MCD icon
McDonald's
MCD
+$591K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$513K

Top Sells

1 +$985K
2 +$680K
3 +$447K
4
MSFT icon
Microsoft
MSFT
+$417K
5
ADC icon
Agree Realty
ADC
+$346K

Sector Composition

1 Financials 4.68%
2 Technology 4.24%
3 Healthcare 2.81%
4 Consumer Staples 1.82%
5 Consumer Discretionary 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$16.1K ﹤0.01%
113
352
$15.8K ﹤0.01%
799
353
$15.7K ﹤0.01%
438
354
$15.6K ﹤0.01%
160
355
$15.6K ﹤0.01%
150
356
$15.6K ﹤0.01%
98
357
$15.4K ﹤0.01%
424
358
$15.3K ﹤0.01%
116
359
$15.1K ﹤0.01%
142
360
$15K ﹤0.01%
300
361
$15K ﹤0.01%
100
362
$14.9K ﹤0.01%
136
363
$14.9K ﹤0.01%
75
364
$14.2K ﹤0.01%
+700
365
$14.2K ﹤0.01%
143
+1
366
$14.2K ﹤0.01%
1,000
367
$14.1K ﹤0.01%
200
368
$13.9K ﹤0.01%
28
369
$13.8K ﹤0.01%
566
370
$13.6K ﹤0.01%
37
371
$13.6K ﹤0.01%
50
-80
372
$13.3K ﹤0.01%
100
373
$13.3K ﹤0.01%
1,324
374
$13.2K ﹤0.01%
2,118
+41
375
$13K ﹤0.01%
1,278