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

Top Buys

1
+$3.11M
2
+$2.11M
3
+$1.97M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$771K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$437K

Top Sells

1
+$55.1M
2
+$620K
3
+$591K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$569K
5
MCHP icon
Microchip Technology
MCHP
+$563K

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%
95
-417
387
$3K ﹤0.01%
21
388
$3K ﹤0.01%
105
-70
389
$3K ﹤0.01%
25
-37
390
$3K ﹤0.01%
44
391
$3K ﹤0.01%
29
392
$3K ﹤0.01%
45
393
$3K ﹤0.01%
100
394
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16
395
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104
396
$3K ﹤0.01%
29
397
$3K ﹤0.01%
3
-4
398
$3K ﹤0.01%
46
-110
399
$3K ﹤0.01%
+49
400
$3K ﹤0.01%
2,000
14 15
16
17 18