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
$286M
AUM Growth
-$9.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$2.29M
3
+$2.06M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$754K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$468K

Top Sells

1
+$55.7M
2
+$641K
3
+$629K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$623K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$612K

Sector Composition

1 Financials 5.76%
2 Healthcare 4.48%
3 Technology 4.47%
4 Consumer Staples 2.89%
5 Industrials 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$3K ﹤0.01%
29
402
$3K ﹤0.01%
3
-4
403
$3K ﹤0.01%
46
-110
404
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+49
405
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2,000
406
$2K ﹤0.01%
100
407
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77
-927
408
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+29
409
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33
410
$2K ﹤0.01%
200
411
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36
412
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500
413
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24
414
$2K ﹤0.01%
287
415
$2K ﹤0.01%
116
-84
416
$2K ﹤0.01%
36
-75
417
$2K ﹤0.01%
200
418
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38
419
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95
420
$2K ﹤0.01%
120
421
$2K ﹤0.01%
+50
422
$1K ﹤0.01%
50
423
$1K ﹤0.01%
20
-20
424
$1K ﹤0.01%
25
425
$1K ﹤0.01%
41
15 16
17
18 19