CFFP

Center for Financial Planning Portfolio holdings

AUM $936M
1-Year Est. Return 13.21%
This Quarter Est. Return
1 Year Est. Return
+13.21%
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
+$89.5M
2
+$56.7M
3
+$53.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$44.5M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$36.9M

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
451
$1K ﹤0.01%
+43
452
$1K ﹤0.01%
+218
453
$1K ﹤0.01%
+100
454
$0 ﹤0.01%
+4
455
$0 ﹤0.01%
+14
456
$0 ﹤0.01%
+3
457
– –
0
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+10
459
$0 ﹤0.01%
+3
460
$0 ﹤0.01%
+174
461
$0 ﹤0.01%
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462
$0 ﹤0.01%
+1
463
$0 ﹤0.01%
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464
$0 ﹤0.01%
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$0 ﹤0.01%
+27
466
$0 ﹤0.01%
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467
$0 ﹤0.01%
+131
468
$0 ﹤0.01%
+54
469
$0 ﹤0.01%
+1
470
$0 ﹤0.01%
+35
471
$0 ﹤0.01%
+19
472
$0 ﹤0.01%
+22
15 16 17 18
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