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
$296M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$2.69M
3
+$1.14M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.02M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$895K

Top Sells

1
+$34.7M
2
+$5.44M
3
+$2.76M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.47M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.31M

Sector Composition

1 Financials 5.13%
2 Healthcare 4.03%
3 Technology 3.39%
4 Consumer Staples 2.77%
5 Industrials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$6K ﹤0.01%
177
402
$6K ﹤0.01%
+30
403
$6K ﹤0.01%
97
404
$6K ﹤0.01%
+115
405
$5K ﹤0.01%
+416
406
$5K ﹤0.01%
+228
407
$5K ﹤0.01%
+330
408
$5K ﹤0.01%
500
409
$5K ﹤0.01%
+80
410
$5K ﹤0.01%
+72
411
$5K ﹤0.01%
+290
412
$5K ﹤0.01%
+204
413
$5K ﹤0.01%
+90
414
$5K ﹤0.01%
58
+16
415
$5K ﹤0.01%
463
416
$5K ﹤0.01%
+10
417
$5K ﹤0.01%
+196
418
$5K ﹤0.01%
700
+200
419
$5K ﹤0.01%
35
420
$5K ﹤0.01%
111
-370
421
$5K ﹤0.01%
29
422
$5K ﹤0.01%
+48
423
$5K ﹤0.01%
+95
424
$5K ﹤0.01%
70
425
$4K ﹤0.01%
+45
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