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
$383M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
547
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$1.2M
3
+$1.13M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.06M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$529K

Top Sells

1
+$5.65M
2
+$506K
3
+$308K
4
AON icon
Aon
AON
+$196K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$171K

Sector Composition

1 Financials 5.94%
2 Technology 4.33%
3 Healthcare 4.03%
4 Industrials 2.65%
5 Consumer Staples 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$11K ﹤0.01%
2,000
377
$11K ﹤0.01%
+205
378
$11K ﹤0.01%
17
+10
379
$10K ﹤0.01%
100
380
$10K ﹤0.01%
216
381
$10K ﹤0.01%
200
382
$10K ﹤0.01%
+37
383
$10K ﹤0.01%
123
384
$10K ﹤0.01%
133
-300
385
$10K ﹤0.01%
75
386
$10K ﹤0.01%
212
-946
387
$10K ﹤0.01%
+540
388
$10K ﹤0.01%
500
389
$10K ﹤0.01%
+128
390
$10K ﹤0.01%
163
391
$9K ﹤0.01%
120
392
$9K ﹤0.01%
+465
393
$9K ﹤0.01%
100
394
$9K ﹤0.01%
140
+60
395
$9K ﹤0.01%
292
396
$9K ﹤0.01%
160
397
$9K ﹤0.01%
187
398
$9K ﹤0.01%
30
399
$9K ﹤0.01%
76
400
$9K ﹤0.01%
259
14 15
16
17 18