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
$399M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1 +$89.5M
2 +$56.7M
3 +$53.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$44.5M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$36.9M

Top Sells

No sells this quarter

Sector Composition

1 Financials 5.71%
2 Healthcare 3.43%
3 Technology 2.69%
4 Consumer Staples 2.34%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$5K ﹤0.01%
+147
377
$5K ﹤0.01%
+23
378
$5K ﹤0.01%
+80
379
$4K ﹤0.01%
+43
380
$4K ﹤0.01%
+8
381
$4K ﹤0.01%
+70
382
$4K ﹤0.01%
+260
383
$4K ﹤0.01%
+150
384
$4K ﹤0.01%
+24
385
$4K ﹤0.01%
+120
386
$4K ﹤0.01%
+71
387
$4K ﹤0.01%
+29
388
$4K ﹤0.01%
+38
389
$4K ﹤0.01%
+15
390
$4K ﹤0.01%
+104
391
$4K ﹤0.01%
+120
392
$4K ﹤0.01%
+75
393
$4K ﹤0.01%
+25
394
$4K ﹤0.01%
+121
395
$4K ﹤0.01%
+31
396
$3K ﹤0.01%
+62
397
$3K ﹤0.01%
+100
398
$3K ﹤0.01%
+25
399
$3K ﹤0.01%
+41
400
$3K ﹤0.01%
+45