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

Top Buys

1
+$3.94M
2
+$1.2M
3
+$1.13M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.06M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$529K

Top Sells

1
+$5.65M
2
+$506K
3
+$308K
4
AON icon
Aon
AON
+$196K
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%
150
452
$5K ﹤0.01%
81
453
$5K ﹤0.01%
100
454
$4K ﹤0.01%
+118
455
$4K ﹤0.01%
7
456
$4K ﹤0.01%
44
457
$4K ﹤0.01%
45
458
$4K ﹤0.01%
315
459
$4K ﹤0.01%
25
460
$4K ﹤0.01%
+24
461
$4K ﹤0.01%
104
462
$4K ﹤0.01%
+85
463
$4K ﹤0.01%
34
464
$4K ﹤0.01%
71
465
$4K ﹤0.01%
100
466
$4K ﹤0.01%
200
467
$4K ﹤0.01%
15
468
$4K ﹤0.01%
60
469
$4K ﹤0.01%
120
470
$3K ﹤0.01%
16
471
$3K ﹤0.01%
50
472
$3K ﹤0.01%
350
+200
473
$3K ﹤0.01%
+50
474
$3K ﹤0.01%
+100
475
$3K ﹤0.01%
38
17 18
19
20 21