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
$872M
AUM Growth
+$89.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
724
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$23.9M
3
+$2M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.02M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$758K

Top Sells

1
+$34.4M
2
+$997K
3
+$305K
4
MRK icon
Merck
MRK
+$300K
5
LHX icon
L3Harris
LHX
+$201K

Sector Composition

1 Financials 4.47%
2 Technology 3.87%
3 Healthcare 2.3%
4 Consumer Discretionary 1.53%
5 Industrials 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$23.9K ﹤0.01%
+1,856
377
$23.5K ﹤0.01%
122
378
$23.5K ﹤0.01%
720
379
$23.5K ﹤0.01%
284
380
$23.4K ﹤0.01%
316
381
$23.2K ﹤0.01%
2,213
382
$22.4K ﹤0.01%
209
383
$22.3K ﹤0.01%
500
384
$22.3K ﹤0.01%
50
-17
385
$21.7K ﹤0.01%
364
386
$21.3K ﹤0.01%
500
387
$21K ﹤0.01%
264
388
$20.9K ﹤0.01%
133
-8
389
$20.8K ﹤0.01%
39
390
$20.4K ﹤0.01%
133
391
$20.2K ﹤0.01%
123
392
$20.1K ﹤0.01%
1,134
393
$19.9K ﹤0.01%
250
-141
394
$19.8K ﹤0.01%
28
395
$19.6K ﹤0.01%
100
396
$19.5K ﹤0.01%
94
397
$19.5K ﹤0.01%
172
398
$19.2K ﹤0.01%
300
399
$18.9K ﹤0.01%
174
400
$18.5K ﹤0.01%
54
14 15
16
17 18