CFFP

Center for Financial Planning Portfolio holdings

AUM $783M
This Quarter Return
-1.12%
1 Year Return
+6.42%
3 Year Return
+21.22%
5 Year Return
+111.68%
10 Year Return
–
AUM
$783M
AUM Growth
+$33.3M
Cap. Flow
+$47.2M
Cap. Flow %
6.03%
Top 10 Hldgs %
77.19%
Holding
754
New
79
Increased
116
Reduced
74
Closed
54

Top Buys

1
$34.4M
2
$2.37M
3
$2.13M
4
$1.91M
5
$1.53M

Top Sells

1
$2.32M
2
$568K
3
$422K
4
$358K
5
$300K

Sector Composition

1Financials4.97%
2Technology3.55%
3Healthcare2.66%
4Consumer Staples1.62%
5Consumer Discretionary1.58%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$2.48M0.32% 34,995
+870
+3%
+$61.7K
$2.44M0.31% 14,710
+107
+0.7%
+$17.7K
$2.26M0.29% 5,156
+101
+2%
+$44.2K
$2.26M0.29% 17,013––
$2.21M0.28% 46,578
+2,150
+5%
+$102K
$2.19M0.28% 3,248––
$2.15M0.27% 12,854
-100
-0.8%
-$16.7K
$2.13M0.27%
+71,880
 New
+$2.13M
$2.12M0.27% 3,909
-56
-1%
-$30.4K
$2.09M0.27% 7,619
+206
+3%
+$56.6K
$2.03M0.26% 21,612––
$1.98M0.25% 3,981
+350
+10%
+$174K
$1.98M0.25% 7,362
+12
+0.2%
+$3.22K
$1.94M0.25% 11,215
+1,299
+13%
+$224K
$1.88M0.24% 5,050
+63
+1%
+$23.5K
$1.83M0.23% 12,203
-252
-2%
-$37.8K
$1.79M0.23% 6,664
-96
-1%
-$25.8K
$1.77M0.23% 4,832
+179
+4%
+$65.6K
$1.74M0.22% 14,638––
$1.62M0.21% 22,687
-200
-0.9%
-$14.3K
$1.59M0.2% 5,092
-72
-1%
-$22.5K
$1.52M0.19% 9,085
+502
+6%
+$84.1K
$1.49M0.19% 14,240
+2,501
+21%
+$262K
$1.48M0.19% 5,741
+3
+0.1%
+$771
$1.39M0.18% 15,448
+643
+4%
+$57.7K
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