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
$399M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$89.5M
2
+$56.7M
3
+$53.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$44.5M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$36.9M

Top Sells

No sells this quarter

Sector Composition

1 Financials 5.71%
2 Healthcare 3.43%
3 Technology 2.69%
4 Consumer Staples 2.34%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.38M 0.34%
+20,580
27
$1.35M 0.34%
+24,376
28
$1.21M 0.3%
+13,932
29
$1.19M 0.3%
+13,668
30
$1.16M 0.29%
+16,563
31
$1.14M 0.29%
+16,611
32
$1.09M 0.27%
+8,773
33
$1.09M 0.27%
+4,442
34
$1.06M 0.27%
+6,498
35
$1.06M 0.27%
+4,611
36
$1.03M 0.26%
+14,000
37
$1.01M 0.25%
+34,337
38
$984K 0.25%
+16,026
39
$945K 0.24%
+10,675
40
$911K 0.23%
+5,602
41
$903K 0.23%
+5,028
42
$873K 0.22%
+11,755
43
$869K 0.22%
+16,600
44
$867K 0.22%
+4,794
45
$853K 0.21%
+4,682
46
$841K 0.21%
+5,685
47
$826K 0.21%
+18,743
48
$817K 0.2%
+4,136
49
$761K 0.19%
+18,480
50
$754K 0.19%
+9,893
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