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
$399M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$89.7M
2
+$55.1M
3
+$51.4M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$42.5M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$35.2M

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%
+5
402
$3K ﹤0.01%
+95
403
$3K ﹤0.01%
+16
404
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+17
405
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+29
406
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+50
407
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+3
408
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+17
409
$3K ﹤0.01%
+106
410
$3K ﹤0.01%
+46
411
$3K ﹤0.01%
+19
412
$3K ﹤0.01%
+30
413
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+33
414
$3K ﹤0.01%
+95
415
$3K ﹤0.01%
+64
416
$3K ﹤0.01%
+62
417
$3K ﹤0.01%
+87
418
$3K ﹤0.01%
+68
419
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+45
420
$3K ﹤0.01%
+500
421
$3K ﹤0.01%
+174
422
$3K ﹤0.01%
+36
423
$2K ﹤0.01%
+200
424
$2K ﹤0.01%
+13
425
$2K ﹤0.01%
+117
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