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
$394M
AUM Growth
-$94.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$1,000K
2
+$440K
3
+$408K
4
MSFT icon
Microsoft
MSFT
+$394K
5
CSCO icon
Cisco
CSCO
+$317K

Top Sells

1
+$13.6M
2
+$2.56M
3
+$1.76M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.37M
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
426
$5K ﹤0.01%
160
427
$5K ﹤0.01%
+63
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33
429
$4K ﹤0.01%
625
+369
430
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17
431
$4K ﹤0.01%
500
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433
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15
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435
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100
436
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100
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+76
441
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80
442
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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%
29
449
$3K ﹤0.01%
315
450
$3K ﹤0.01%
86
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