CFFP

Center for Financial Planning Portfolio holdings

AUM $958M
1-Year Est. Return 15.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$399M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$89.7M
2
+$55.1M
3
+$51.4M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$42.5M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$35.2M

Top Sells

No sells this quarter

Sector Composition

1 Financials 5.71%
2 Healthcare 3.43%
3 Technology 2.69%
4 Consumer Staples 2.34%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$2K ﹤0.01%
+33
427
$2K ﹤0.01%
+200
428
$2K ﹤0.01%
+67
429
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+116
430
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+160
431
$2K ﹤0.01%
+200
432
$2K ﹤0.01%
+55
433
$2K ﹤0.01%
+70
434
$1K ﹤0.01%
+8
435
$1K ﹤0.01%
+29
436
$1K ﹤0.01%
+40
437
$1K ﹤0.01%
+21
438
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439
$1K ﹤0.01%
+218
440
$1K ﹤0.01%
+43
441
$1K ﹤0.01%
+287
442
$1K ﹤0.01%
+130
443
$1K ﹤0.01%
+66
444
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+97
445
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+10
446
$1K ﹤0.01%
+80
447
$1K ﹤0.01%
+21
448
$1K ﹤0.01%
+32
449
$1K ﹤0.01%
+29
450
$1K ﹤0.01%
+25
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