CFFP

Center for Financial Planning Portfolio holdings

AUM $961M
1-Year Est. Return 15.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$394M
AUM Growth
-$94.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$1,000K
2
+$440K
3
+$408K
4
MSFT icon
Microsoft
MSFT
+$394K
5
CSCO icon
Cisco
CSCO
+$317K

Top Sells

1
+$13.6M
2
+$2.56M
3
+$1.76M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.37M
5
CERN
Cerner Corp
CERN
+$1.12M

Sector Composition

1 Financials 5.42%
2 Technology 4.65%
3 Healthcare 4.41%
4 Consumer Staples 2.49%
5 Industrials 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$9K ﹤0.01%
540
377
$8K ﹤0.01%
53
378
$8K ﹤0.01%
160
379
$8K ﹤0.01%
128
380
$8K ﹤0.01%
100
381
$8K ﹤0.01%
355
382
$8K ﹤0.01%
100
383
$8K ﹤0.01%
108
384
$8K ﹤0.01%
259
385
$8K ﹤0.01%
2,000
386
$8K ﹤0.01%
10
387
$8K ﹤0.01%
97
388
$8K ﹤0.01%
1,100
389
$8K ﹤0.01%
57
390
$8K ﹤0.01%
72
391
$7K ﹤0.01%
39
392
$7K ﹤0.01%
60
393
$7K ﹤0.01%
218
394
$7K ﹤0.01%
23
395
$7K ﹤0.01%
87
+1
396
$7K ﹤0.01%
27
397
$7K ﹤0.01%
160
398
$7K ﹤0.01%
100
399
$7K ﹤0.01%
11
+10
400
$7K ﹤0.01%
560
14 15
16
17 18