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
$488M
AUM Growth
+$77.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1 +$53.2M
2 +$3.06M
3 +$2.03M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$860K
5
SPGI icon
S&P Global
SPGI
+$689K

Top Sells

1 +$18M
2 +$506K
3 +$363K
4
BMY icon
Bristol-Myers Squibb
BMY
+$210K
5
CACC icon
Credit Acceptance
CACC
+$172K

Sector Composition

1 Financials 5.24%
2 Technology 4.69%
3 Healthcare 3.72%
4 Industrials 2.15%
5 Consumer Staples 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$9K ﹤0.01%
110
402
$8K ﹤0.01%
82
403
$8K ﹤0.01%
60
404
$8K ﹤0.01%
160
405
$8K ﹤0.01%
167
406
$8K ﹤0.01%
150
407
$7K ﹤0.01%
350
408
$7K ﹤0.01%
35
409
$7K ﹤0.01%
26
410
$7K ﹤0.01%
+409
411
$7K ﹤0.01%
225
412
$7K ﹤0.01%
100
413
$7K ﹤0.01%
160
414
$7K ﹤0.01%
10
415
$6K ﹤0.01%
105
416
$6K ﹤0.01%
17
+2
417
$6K ﹤0.01%
201
418
$6K ﹤0.01%
+100
419
$6K ﹤0.01%
27
+24
420
$6K ﹤0.01%
15
-15
421
$6K ﹤0.01%
100
422
$6K ﹤0.01%
+58
423
$6K ﹤0.01%
+74
424
$6K ﹤0.01%
41
425
$6K ﹤0.01%
52