CFFP

Center for Financial Planning Portfolio holdings

AUM $961M
1-Year Est. Return 15.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$872M
AUM Growth
+$89.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
724
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$23.9M
3
+$2M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.02M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$758K

Top Sells

1
+$34.4M
2
+$997K
3
+$305K
4
MRK icon
Merck
MRK
+$300K
5
LHX icon
L3Harris
LHX
+$201K

Sector Composition

1 Financials 4.47%
2 Technology 3.87%
3 Healthcare 2.3%
4 Consumer Discretionary 1.53%
5 Industrials 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$17.6K ﹤0.01%
600
402
$17.4K ﹤0.01%
+181
403
$17.3K ﹤0.01%
136
404
$17.1K ﹤0.01%
240
405
$17K ﹤0.01%
695
406
$16.9K ﹤0.01%
200
407
$16.8K ﹤0.01%
320
408
$16.7K ﹤0.01%
1,582
409
$16.6K ﹤0.01%
424
410
$16.6K ﹤0.01%
2,196
411
$16.4K ﹤0.01%
2,000
412
$16.2K ﹤0.01%
805
-352
413
$16.1K ﹤0.01%
126
414
$15.9K ﹤0.01%
1,470
415
$15.9K ﹤0.01%
+300
416
$15.9K ﹤0.01%
432
417
$15.8K ﹤0.01%
65
418
$15.8K ﹤0.01%
150
419
$15.6K ﹤0.01%
56
420
$15.6K ﹤0.01%
+152
421
$15.5K ﹤0.01%
115
422
$15.4K ﹤0.01%
300
423
$15.3K ﹤0.01%
116
-17
424
$15.1K ﹤0.01%
700
425
$15.1K ﹤0.01%
112
-32
15 16
17
18 19