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
$737M
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$972K
3
+$669K
4
MCD icon
McDonald's
MCD
+$591K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$513K

Top Sells

1
+$985K
2
+$680K
3
+$447K
4
MSFT icon
Microsoft
MSFT
+$417K
5
ADC icon
Agree Realty
ADC
+$346K

Sector Composition

1 Financials 4.68%
2 Technology 4.24%
3 Healthcare 2.81%
4 Consumer Staples 1.82%
5 Consumer Discretionary 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$7.65K ﹤0.01%
118
427
$7.64K ﹤0.01%
756
428
$7.63K ﹤0.01%
43
+1
429
$7.49K ﹤0.01%
57
430
$7.47K ﹤0.01%
404
+100
431
$7.42K ﹤0.01%
77
432
$7.35K ﹤0.01%
100
433
$7.18K ﹤0.01%
60
434
$7.01K ﹤0.01%
500
435
$6.99K ﹤0.01%
30
436
$6.96K ﹤0.01%
137
437
$6.93K ﹤0.01%
159
438
$6.47K ﹤0.01%
+65
439
$6.47K ﹤0.01%
316
440
$6.41K ﹤0.01%
5
441
$6.37K ﹤0.01%
5
442
$6.32K ﹤0.01%
101
443
$6.26K ﹤0.01%
15
444
$6.25K ﹤0.01%
845
445
$6.12K ﹤0.01%
579
446
$6.11K ﹤0.01%
13
447
$5.99K ﹤0.01%
560
448
$5.89K ﹤0.01%
308
-20
449
$5.82K ﹤0.01%
514
450
$5.77K ﹤0.01%
140
16 17
18
19 20