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CFFP

Center for Financial Planning Portfolio holdings

AUM $958M
1-Year Est. Return 15.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.26%
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
+$12M
2
+$2.66M
3
+$2.61M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.81M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.37M

Top Sells

1
+$2.53M
2
+$1.09M
3
+$429K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$374K
5
INFO
IHS Markit Ltd. Common Shares
INFO
+$309K

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%
100
377
$9K ﹤0.01%
180
378
$9K ﹤0.01%
216
379
$9K ﹤0.01%
+3,000
380
$9K ﹤0.01%
100
381
$9K ﹤0.01%
259
382
$9K ﹤0.01%
103
383
$9K ﹤0.01%
2,000
384
$9K ﹤0.01%
57
385
$9K ﹤0.01%
540
386
$9K ﹤0.01%
+347
387
$9K ﹤0.01%
53
388
$9K ﹤0.01%
106
389
$9K ﹤0.01%
292
390
$9K ﹤0.01%
72
391
$9K ﹤0.01%
+411
392
$9K ﹤0.01%
70
+30
393
$8K ﹤0.01%
60
394
$8K ﹤0.01%
218
395
$8K ﹤0.01%
23
396
$8K ﹤0.01%
59
397
$8K ﹤0.01%
38
398
$8K ﹤0.01%
221
399
$8K ﹤0.01%
238
400
$8K ﹤0.01%
10
14 15
16
17 18