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
$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
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%
105
402
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44
403
$4K ﹤0.01%
+80
404
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45
405
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315
406
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25
407
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95
408
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104
409
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+81
410
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34
-200
411
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15
412
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+60
413
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414
$4K ﹤0.01%
7
415
$3K ﹤0.01%
29
416
$3K ﹤0.01%
41
417
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38
418
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16
419
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29
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$3K ﹤0.01%
3
421
$3K ﹤0.01%
+173
422
$3K ﹤0.01%
46
423
$3K ﹤0.01%
36
424
$3K ﹤0.01%
24
425
$3K ﹤0.01%
36
15 16
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