CFFP

Center for Financial Planning Portfolio holdings

AUM $936M
1-Year Est. Return 13.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$311M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$9.78M
2
+$848K
3
+$443K
4
VTV icon
Vanguard Value ETF
VTV
+$418K
5
VUG icon
Vanguard Growth ETF
VUG
+$341K

Top Sells

1
+$3.82M
2
+$682K
3
+$541K
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$378K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$327K

Sector Composition

1 Financials 5.78%
2 Technology 4.49%
3 Healthcare 4.43%
4 Consumer Staples 2.92%
5 Industrials 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
– –
-24
452
$0 ﹤0.01%
16
453
$0 ﹤0.01%
+100
454
$0 ﹤0.01%
131
455
– –
-220
456
$0 ﹤0.01%
7
457
– –
-232
458
– –
-1,962
459
$0 ﹤0.01%
4
460
– –
-100
461
– –
-1,480
462
– –
-25
463
– –
0
464
$0 ﹤0.01%
27
465
– –
-470
466
– –
-40
467
– –
-200
468
– –
-172
469
$0 ﹤0.01%
174
470
– –
-1,000
471
$0 ﹤0.01%
+57
472
– –
-17,445
473
– –
-500
474
$0 ﹤0.01%
130
475
– –
-500
16 17 18
19
20