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
$383M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
547
New
Increased
Reduced
Closed

Top Buys

1
+$3.84M
2
+$1.14M
3
+$1.12M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.03M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$510K

Top Sells

1
+$5.38M
2
+$498K
3
+$313K
4
AON icon
Aon
AON
+$188K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$171K

Sector Composition

1 Financials 5.94%
2 Technology 4.33%
3 Healthcare 4.03%
4 Industrials 2.65%
5 Consumer Staples 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$5K ﹤0.01%
100
452
$5K ﹤0.01%
+100
453
$5K ﹤0.01%
150
454
$4K ﹤0.01%
7
455
$4K ﹤0.01%
45
456
$4K ﹤0.01%
315
457
$4K ﹤0.01%
25
458
$4K ﹤0.01%
+24
459
$4K ﹤0.01%
104
460
$4K ﹤0.01%
+85
461
$4K ﹤0.01%
34
462
$4K ﹤0.01%
71
463
$4K ﹤0.01%
100
464
$4K ﹤0.01%
200
465
$4K ﹤0.01%
15
466
$4K ﹤0.01%
60
467
$4K ﹤0.01%
120
468
$4K ﹤0.01%
+118
469
$4K ﹤0.01%
44
470
$3K ﹤0.01%
+50
471
$3K ﹤0.01%
+100
472
$3K ﹤0.01%
38
473
$3K ﹤0.01%
16
474
$3K ﹤0.01%
50
475
$3K ﹤0.01%
350
+200
17 18
19
20 21