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
$737M
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1 +$4.09M
2 +$972K
3 +$669K
4
MCD icon
McDonald's
MCD
+$591K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$513K

Top Sells

1 +$985K
2 +$680K
3 +$447K
4
MSFT icon
Microsoft
MSFT
+$417K
5
ADC icon
Agree Realty
ADC
+$346K

Sector Composition

1 Financials 4.68%
2 Technology 4.24%
3 Healthcare 2.81%
4 Consumer Staples 1.82%
5 Consumer Discretionary 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$9.67K ﹤0.01%
4,113
402
$9.64K ﹤0.01%
302
403
$9.59K ﹤0.01%
246
404
$9.54K ﹤0.01%
188
405
$9.41K ﹤0.01%
78
-20
406
$9.21K ﹤0.01%
+116
407
$9.12K ﹤0.01%
3,000
408
$9.12K ﹤0.01%
229
409
$9.12K ﹤0.01%
218
410
$9.01K ﹤0.01%
128
+35
411
$9.01K ﹤0.01%
776
-38
412
$9.01K ﹤0.01%
292
413
$8.91K ﹤0.01%
59
414
$8.73K ﹤0.01%
259
415
$8.61K ﹤0.01%
60
416
$8.49K ﹤0.01%
26
417
$8.36K ﹤0.01%
175
418
$8.3K ﹤0.01%
363
419
$8.24K ﹤0.01%
61
420
$8.15K ﹤0.01%
200
421
$8.09K ﹤0.01%
100
422
$8.03K ﹤0.01%
100
423
$7.98K ﹤0.01%
106
424
$7.96K ﹤0.01%
1,582
425
$7.66K ﹤0.01%
82