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
$488M
AUM Growth
+$77.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$51.4M
2
+$3.08M
3
+$2.07M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$855K
5
SPGI icon
S&P Global
SPGI
+$667K

Top Sells

1
+$17.5M
2
+$492K
3
+$364K
4
BMY icon
Bristol-Myers Squibb
BMY
+$197K
5
CACC icon
Credit Acceptance
CACC
+$161K

Sector Composition

1 Financials 5.24%
2 Technology 4.69%
3 Healthcare 3.72%
4 Industrials 2.15%
5 Consumer Staples 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$4K ﹤0.01%
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468
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50
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50
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20
475
$2K ﹤0.01%
+1
17 18
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