CFFP

Center for Financial Planning Portfolio holdings

AUM $936M
1-Year Est. Return 13.21%
This Quarter Est. Return
1 Year Est. Return
+13.21%
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%
+64
377
$5K ﹤0.01%
+80
378
$5K ﹤0.01%
+30
379
$4K ﹤0.01%
+120
380
$4K ﹤0.01%
+71
381
$4K ﹤0.01%
+29
382
$4K ﹤0.01%
+38
383
$4K ﹤0.01%
+15
384
$4K ﹤0.01%
+104
385
$4K ﹤0.01%
+120
386
$4K ﹤0.01%
+75
387
$4K ﹤0.01%
+43
388
$4K ﹤0.01%
+8
389
$4K ﹤0.01%
+70
390
$4K ﹤0.01%
+25
391
$4K ﹤0.01%
+121
392
$4K ﹤0.01%
+31
393
$4K ﹤0.01%
+260
394
$4K ﹤0.01%
+150
395
$4K ﹤0.01%
+24
396
$3K ﹤0.01%
+500
397
$3K ﹤0.01%
+174
398
$3K ﹤0.01%
+46
399
$3K ﹤0.01%
+36
400
$3K ﹤0.01%
+19
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