CFFP

Center for Financial Planning Portfolio holdings

AUM $936M
1-Year Est. Return 13.21%
This Quarter Est. Return
1 Year Est. Return
+13.21%
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
576
New
Increased
Reduced
Closed

Top Buys

1 +$1M
2 +$418K
3 +$374K
4
MSFT icon
Microsoft
MSFT
+$373K
5
CSCO icon
Cisco
CSCO
+$282K

Top Sells

1 +$12.5M
2 +$2.34M
3 +$1.6M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.26M
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%
355
378
$8K ﹤0.01%
128
379
$8K ﹤0.01%
100
380
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100
381
$8K ﹤0.01%
108
382
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53
383
$8K ﹤0.01%
160
384
$8K ﹤0.01%
259
385
$8K ﹤0.01%
2,000
386
$8K ﹤0.01%
1,100
387
$8K ﹤0.01%
57
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10
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$8K ﹤0.01%
97
391
$7K ﹤0.01%
560
392
$7K ﹤0.01%
39
393
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60
394
$7K ﹤0.01%
218
395
$7K ﹤0.01%
23
396
$7K ﹤0.01%
87
+1
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27
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$7K ﹤0.01%
160
399
$7K ﹤0.01%
100
400
$7K ﹤0.01%
11
+10