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
$399M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$89.7M
2
+$55.1M
3
+$51.4M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$42.5M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$35.2M

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%
+40
452
$1K ﹤0.01%
+29
453
$1K ﹤0.01%
+8
454
$0 ﹤0.01%
+14
455
$0 ﹤0.01%
+3
456
– –
0
457
$0 ﹤0.01%
+10
458
$0 ﹤0.01%
+3
459
$0 ﹤0.01%
+174
460
$0 ﹤0.01%
+10
461
$0 ﹤0.01%
+1
462
$0 ﹤0.01%
+1
463
$0 ﹤0.01%
+10
464
$0 ﹤0.01%
+27
465
$0 ﹤0.01%
+16
466
$0 ﹤0.01%
+131
467
$0 ﹤0.01%
+54
468
$0 ﹤0.01%
+1
469
$0 ﹤0.01%
+35
470
$0 ﹤0.01%
+19
471
$0 ﹤0.01%
+22
472
$0 ﹤0.01%
+4
15 16 17 18
19