CFFP

Center for Financial Planning Portfolio holdings

AUM $872M
1-Year Est. Return 13.41%
This Quarter Est. Return
1 Year Est. Return
+13.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$737M
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$972K
3
+$669K
4
MCD icon
McDonald's
MCD
+$591K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$513K

Top Sells

1
+$985K
2
+$680K
3
+$447K
4
MSFT icon
Microsoft
MSFT
+$417K
5
ADC icon
Agree Realty
ADC
+$346K

Sector Composition

1 Financials 4.68%
2 Technology 4.24%
3 Healthcare 2.81%
4 Consumer Staples 1.82%
5 Consumer Discretionary 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$5.72K ﹤0.01%
+200
452
$5.71K ﹤0.01%
85
453
$5.67K ﹤0.01%
+500
454
$5.59K ﹤0.01%
50
455
$5.54K ﹤0.01%
150
456
$5.46K ﹤0.01%
106
457
$5.15K ﹤0.01%
382
458
$4.94K ﹤0.01%
215
-111
459
$4.91K ﹤0.01%
1,000
460
$4.53K ﹤0.01%
43
461
$4.46K ﹤0.01%
1,470
462
$4.29K ﹤0.01%
86
-34
463
$4.18K ﹤0.01%
23
-6
464
$4.18K ﹤0.01%
74
-156
465
$4.03K ﹤0.01%
100
466
$4K ﹤0.01%
2,000
467
$3.95K ﹤0.01%
200
468
$3.92K ﹤0.01%
100
469
$3.87K ﹤0.01%
200
470
$3.86K ﹤0.01%
86
471
$3.78K ﹤0.01%
85
472
$3.65K ﹤0.01%
104
473
$3.6K ﹤0.01%
800
474
$3.34K ﹤0.01%
29
475
$3.32K ﹤0.01%
175
17 18
19
20 21