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
$872M
AUM Growth
+$89.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
724
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$23.9M
3
+$2M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.02M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$758K

Top Sells

1
+$34.4M
2
+$997K
3
+$305K
4
MRK icon
Merck
MRK
+$300K
5
LHX icon
L3Harris
LHX
+$201K

Sector Composition

1 Financials 4.47%
2 Technology 3.87%
3 Healthcare 2.3%
4 Consumer Discretionary 1.53%
5 Industrials 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$29.6K ﹤0.01%
2,000
352
$29.6K ﹤0.01%
185
353
$29.2K ﹤0.01%
2,545
-234
354
$29.1K ﹤0.01%
90
355
$28.4K ﹤0.01%
37
356
$28.2K ﹤0.01%
175
357
$27.8K ﹤0.01%
200
358
$27.7K ﹤0.01%
552
359
$27.5K ﹤0.01%
293
-138
360
$26.4K ﹤0.01%
88
361
$26.3K ﹤0.01%
650
+212
362
$26.2K ﹤0.01%
25
363
$26.2K ﹤0.01%
481
364
$26K ﹤0.01%
1,000
365
$25.7K ﹤0.01%
300
366
$25.4K ﹤0.01%
904
367
$25.4K ﹤0.01%
163
368
$25.4K ﹤0.01%
210
369
$25K ﹤0.01%
88
370
$24.9K ﹤0.01%
77
-108
371
$24.8K ﹤0.01%
217
372
$24.6K ﹤0.01%
+750
373
$24.6K ﹤0.01%
323
374
$24.3K ﹤0.01%
165
375
$24K ﹤0.01%
500
13 14
15
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