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
-$541K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1 +$12.2M
2 +$2.61M
3 +$2.56M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.84M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.38M

Sector Composition

1 Financials 5.66%
2 Technology 4.31%
3 Healthcare 3.79%
4 Industrials 2.06%
5 Consumer Staples 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$9K ﹤0.01%
106
377
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292
378
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86
-362
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+3,000
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386
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387
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2,000
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70
+30
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427
+226
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60
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218
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398
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399
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38
400
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221