CFFP

Center for Financial Planning Portfolio holdings

AUM $936M
1-Year Est. Return 13.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$353M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$198K
3
+$140K
4
INFO
IHS Markit Ltd. Common Shares
INFO
+$100K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$82.6K

Top Sells

1
+$5.55M
2
+$1.18M
3
+$527K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$321K
5
VB icon
Vanguard Small-Cap ETF
VB
+$250K

Sector Composition

1 Financials 5.77%
2 Technology 4.33%
3 Healthcare 4.13%
4 Industrials 2.6%
5 Consumer Staples 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$7K ﹤0.01%
370
377
$7K ﹤0.01%
1,500
378
$7K ﹤0.01%
149
379
$7K ﹤0.01%
400
380
$7K ﹤0.01%
64
381
$7K ﹤0.01%
88
382
$6K ﹤0.01%
+130
383
$6K ﹤0.01%
35
-61
384
$6K ﹤0.01%
106
385
$6K ﹤0.01%
147
386
$6K ﹤0.01%
23
387
$6K ﹤0.01%
26
388
$6K ﹤0.01%
+225
389
$6K ﹤0.01%
76
390
$6K ﹤0.01%
41
391
$6K ﹤0.01%
+150
392
$6K ﹤0.01%
170
393
$5K ﹤0.01%
114
394
$5K ﹤0.01%
31
395
$5K ﹤0.01%
150
396
$5K ﹤0.01%
100
397
$5K ﹤0.01%
43
398
$5K ﹤0.01%
+400
399
$5K ﹤0.01%
7
400
$5K ﹤0.01%
100
14 15
16
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