CFFP

Center for Financial Planning Portfolio holdings

AUM $936M
1-Year Est. Return 13.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$353M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$198K
3
+$140K
4
INFO
IHS Markit Ltd. Common Shares
INFO
+$100K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$82.6K

Top Sells

1
+$5.55M
2
+$1.18M
3
+$527K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$321K
5
VB icon
Vanguard Small-Cap ETF
VB
+$250K

Sector Composition

1 Financials 5.77%
2 Technology 4.33%
3 Healthcare 4.13%
4 Industrials 2.6%
5 Consumer Staples 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$4K ﹤0.01%
15
402
$4K ﹤0.01%
+60
403
$4K ﹤0.01%
105
404
$4K ﹤0.01%
44
405
$4K ﹤0.01%
+80
406
$4K ﹤0.01%
45
407
$4K ﹤0.01%
315
408
$4K ﹤0.01%
25
409
$4K ﹤0.01%
95
410
$4K ﹤0.01%
104
411
$4K ﹤0.01%
+81
412
$4K ﹤0.01%
34
-200
413
$4K ﹤0.01%
+175
414
$4K ﹤0.01%
7
415
$3K ﹤0.01%
38
416
$3K ﹤0.01%
16
417
$3K ﹤0.01%
29
418
$3K ﹤0.01%
3
419
$3K ﹤0.01%
25
420
$3K ﹤0.01%
29
421
$3K ﹤0.01%
41
422
$3K ﹤0.01%
+173
423
$3K ﹤0.01%
46
424
$3K ﹤0.01%
36
425
$3K ﹤0.01%
24
15 16
17
18 19