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
$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
State Street 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%
53
377
$9K ﹤0.01%
106
378
$9K ﹤0.01%
292
379
$9K ﹤0.01%
86
-362
380
$9K ﹤0.01%
187
381
$9K ﹤0.01%
100
382
$9K ﹤0.01%
180
383
$9K ﹤0.01%
216
384
$9K ﹤0.01%
100
385
$9K ﹤0.01%
259
386
$9K ﹤0.01%
103
387
$9K ﹤0.01%
2,000
388
$9K ﹤0.01%
57
389
$9K ﹤0.01%
72
390
$9K ﹤0.01%
+411
391
$9K ﹤0.01%
70
+30
392
$9K ﹤0.01%
540
393
$8K ﹤0.01%
238
394
$8K ﹤0.01%
10
395
$8K ﹤0.01%
97
396
$8K ﹤0.01%
845
397
$8K ﹤0.01%
427
+226
398
$8K ﹤0.01%
60
399
$8K ﹤0.01%
218
400
$8K ﹤0.01%
23