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
$936M
AUM Growth
+$63.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1 +$3.43M
2 +$1.99M
3 +$1.87M
4
AAPL icon
Apple
AAPL
+$926K
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$614K

Sector Composition

1 Financials 4.32%
2 Technology 4.08%
3 Healthcare 2.39%
4 Consumer Discretionary 1.57%
5 Industrials 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$27.9K ﹤0.01%
500
377
$27.8K ﹤0.01%
200
378
$27.5K ﹤0.01%
481
379
$27.5K ﹤0.01%
88
380
$27.1K ﹤0.01%
1,000
381
$26.9K ﹤0.01%
210
382
$26.5K ﹤0.01%
1,164
383
$26.3K ﹤0.01%
320
384
$26.2K ﹤0.01%
98
385
$26.1K ﹤0.01%
904
386
$25.9K ﹤0.01%
323
387
$25.9K ﹤0.01%
88
388
$25.7K ﹤0.01%
284
389
$25.6K ﹤0.01%
720
390
$25.5K ﹤0.01%
1,582
391
$25.4K ﹤0.01%
165
392
$25.3K ﹤0.01%
77
393
$24.7K ﹤0.01%
+200
394
$23.9K ﹤0.01%
163
395
$23.8K ﹤0.01%
133
396
$23.7K ﹤0.01%
316
397
$23.7K ﹤0.01%
133
398
$23.6K ﹤0.01%
300
399
$23.3K ﹤0.01%
500
400
$23.2K ﹤0.01%
500