CFFP

Center for Financial Planning Portfolio holdings

AUM $872M
1-Year Est. Return 13.41%
This Quarter Est. Return
1 Year Est. Return
+13.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$399M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$89.5M
2
+$56.7M
3
+$53.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$44.5M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$36.9M

Top Sells

No sells this quarter

Sector Composition

1 Financials 5.71%
2 Healthcare 3.43%
3 Technology 2.69%
4 Consumer Staples 2.34%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$3K ﹤0.01%
+79
402
$3K ﹤0.01%
+5
403
$3K ﹤0.01%
+95
404
$3K ﹤0.01%
+16
405
$3K ﹤0.01%
+17
406
$3K ﹤0.01%
+29
407
$3K ﹤0.01%
+50
408
$3K ﹤0.01%
+3
409
$3K ﹤0.01%
+17
410
$3K ﹤0.01%
+106
411
$3K ﹤0.01%
+174
412
$3K ﹤0.01%
+46
413
$3K ﹤0.01%
+36
414
$3K ﹤0.01%
+500
415
$3K ﹤0.01%
+19
416
$3K ﹤0.01%
+30
417
$3K ﹤0.01%
+33
418
$3K ﹤0.01%
+95
419
$3K ﹤0.01%
+64
420
$3K ﹤0.01%
+62
421
$3K ﹤0.01%
+87
422
$3K ﹤0.01%
+68
423
$2K ﹤0.01%
+13
424
$2K ﹤0.01%
+117
425
$2K ﹤0.01%
+33
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