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
$286M
AUM Growth
-$9.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$2.29M
3
+$2.06M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$754K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$468K

Top Sells

1
+$55.7M
2
+$641K
3
+$629K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$623K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$612K

Sector Composition

1 Financials 5.76%
2 Healthcare 4.48%
3 Technology 4.47%
4 Consumer Staples 2.89%
5 Industrials 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$4K ﹤0.01%
78
377
$4K ﹤0.01%
529
378
$4K ﹤0.01%
+315
379
$4K ﹤0.01%
25
380
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+50
381
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51
-314
382
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31
383
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150
-210
384
$4K ﹤0.01%
100
385
$4K ﹤0.01%
180
386
$3K ﹤0.01%
21
387
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105
-70
388
$3K ﹤0.01%
25
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$3K ﹤0.01%
44
390
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29
391
$3K ﹤0.01%
45
392
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100
393
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95
-417
394
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16
395
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71
-270
396
$3K ﹤0.01%
15
-23
397
$3K ﹤0.01%
7
398
$3K ﹤0.01%
80
399
$3K ﹤0.01%
75
400
$3K ﹤0.01%
104
14 15
16
17 18