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
$434M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$162K
3
+$124K
4
MDT icon
Medtronic
MDT
+$112K
5
RJF icon
Raymond James Financial
RJF
+$110K

Top Sells

1
+$1.02M
2
+$273K
3
+$195K
4
AAPL icon
Apple
AAPL
+$184K
5
PXD
Pioneer Natural Resource Co.
PXD
+$164K

Sector Composition

1 Financials 5.51%
2 Technology 4.91%
3 Healthcare 4.07%
4 Consumer Staples 2.64%
5 Industrials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$2.05K ﹤0.01%
50
452
$1.99K ﹤0.01%
57
-23
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$1.99K ﹤0.01%
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454
$1.96K ﹤0.01%
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455
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100
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456
$1.79K ﹤0.01%
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-38
457
$1.79K ﹤0.01%
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458
$1.78K ﹤0.01%
18
459
$1.69K ﹤0.01%
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460
$1.68K ﹤0.01%
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461
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462
$1.63K ﹤0.01%
20
463
$1.57K ﹤0.01%
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464
$1.54K ﹤0.01%
10
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$1.53K ﹤0.01%
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466
$1.53K ﹤0.01%
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467
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468
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469
$1.47K ﹤0.01%
100
470
$1.44K ﹤0.01%
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471
$1.41K ﹤0.01%
20
472
$1.36K ﹤0.01%
32
473
$1.34K ﹤0.01%
100
474
$1.29K ﹤0.01%
50
475
$1.26K ﹤0.01%
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