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
$286M
AUM Growth
-$9.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$2.11M
3
+$1.97M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$771K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$437K

Top Sells

1
+$55.1M
2
+$620K
3
+$591K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$569K
5
MCHP icon
Microchip Technology
MCHP
+$563K

Sector Composition

1 Financials 5.76%
2 Healthcare 4.48%
3 Technology 4.47%
4 Consumer Staples 2.89%
5 Industrials 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1K ﹤0.01%
32
427
$1K ﹤0.01%
+36
428
$1K ﹤0.01%
21
429
$1K ﹤0.01%
10
430
$1K ﹤0.01%
97
431
$1K ﹤0.01%
+250
432
$1K ﹤0.01%
7
-2,452
433
$1K ﹤0.01%
160
434
$1K ﹤0.01%
+100
435
$1K ﹤0.01%
43
436
$1K ﹤0.01%
64
437
$1K ﹤0.01%
100
438
$1K ﹤0.01%
21
439
$1K ﹤0.01%
21
-3
440
$1K ﹤0.01%
40
-181
441
$1K ﹤0.01%
3
-56
442
$1K ﹤0.01%
16
443
$1K ﹤0.01%
48
444
$1K ﹤0.01%
87
445
$1K ﹤0.01%
29
446
– –
-8
447
– –
-115
448
– –
-6
449
– –
-122
450
– –
-48
16 17
18
19 20