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
$394M
AUM Growth
-$94.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$418K
3
+$374K
4
MSFT icon
Microsoft
MSFT
+$373K
5
CSCO icon
Cisco
CSCO
+$282K

Top Sells

1
+$12.5M
2
+$2.34M
3
+$1.6M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.26M
5
CERN
Cerner Corp
CERN
+$1.12M

Sector Composition

1 Financials 5.42%
2 Technology 4.65%
3 Healthcare 4.41%
4 Consumer Staples 2.49%
5 Industrials 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$5K ﹤0.01%
100
427
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$4K ﹤0.01%
625
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17
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500
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15
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100
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$4K ﹤0.01%
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$4K ﹤0.01%
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$4K ﹤0.01%
+180
446
$4K ﹤0.01%
70
447
$3K ﹤0.01%
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448
$3K ﹤0.01%
55
449
$3K ﹤0.01%
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450
$3K ﹤0.01%
36
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