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
$296M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$2.69M
3
+$1.14M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.02M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$895K

Top Sells

1
+$34.7M
2
+$5.44M
3
+$2.76M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.47M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.31M

Sector Composition

1 Financials 5.13%
2 Healthcare 4.03%
3 Technology 3.39%
4 Consumer Staples 2.77%
5 Industrials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$4K ﹤0.01%
200
-48
452
$3K ﹤0.01%
100
453
$3K ﹤0.01%
+146
454
$3K ﹤0.01%
8
455
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53
+50
456
$3K ﹤0.01%
78
457
$3K ﹤0.01%
+46
458
$3K ﹤0.01%
+17
459
$3K ﹤0.01%
100
460
$3K ﹤0.01%
+25
461
$3K ﹤0.01%
+30
462
$3K ﹤0.01%
104
-116
463
$3K ﹤0.01%
31
464
$3K ﹤0.01%
29
465
$3K ﹤0.01%
+125
466
$3K ﹤0.01%
106
467
$3K ﹤0.01%
+151
468
$3K ﹤0.01%
100
469
$3K ﹤0.01%
+146
470
$3K ﹤0.01%
200
+84
471
$3K ﹤0.01%
+48
472
$3K ﹤0.01%
62
473
$3K ﹤0.01%
104
474
$3K ﹤0.01%
80
475
$3K ﹤0.01%
75
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