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
$488M
AUM Growth
+$77.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$53.2M
2
+$3.06M
3
+$2.03M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$860K
5
SPGI icon
S&P Global
SPGI
+$689K

Top Sells

1
+$18M
2
+$506K
3
+$363K
4
BMY icon
Bristol-Myers Squibb
BMY
+$210K
5
CACC icon
Credit Acceptance
CACC
+$172K

Sector Composition

1 Financials 5.24%
2 Technology 4.69%
3 Healthcare 3.72%
4 Industrials 2.15%
5 Consumer Staples 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$10K ﹤0.01%
216
377
$10K ﹤0.01%
540
378
$10K ﹤0.01%
53
379
$10K ﹤0.01%
100
380
$10K ﹤0.01%
55
381
$10K ﹤0.01%
+59
382
$10K ﹤0.01%
57
383
$10K ﹤0.01%
690
384
$10K ﹤0.01%
72
+8
385
$10K ﹤0.01%
+33
386
$9K ﹤0.01%
845
387
$9K ﹤0.01%
106
388
$9K ﹤0.01%
124
+10
389
$9K ﹤0.01%
218
+100
390
$9K ﹤0.01%
292
391
$9K ﹤0.01%
23
392
$9K ﹤0.01%
95
393
$9K ﹤0.01%
100
-632
394
$9K ﹤0.01%
259
395
$9K ﹤0.01%
37
396
$9K ﹤0.01%
2,000
397
$9K ﹤0.01%
1,100
398
$9K ﹤0.01%
38
399
$9K ﹤0.01%
221
400
$9K ﹤0.01%
238
14 15
16
17 18